IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$3.9M
3
+$3.85M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.83M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.27M

Top Sells

1
+$22.4M
2
+$5.53M
3
+$3.85M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.77M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.09%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$226K 0.02%
1,740
+50
627
$226K 0.02%
3,715
+98
628
$226K 0.02%
383
-30
629
$225K 0.02%
2,658
-160
630
$225K 0.02%
12,986
-148
631
$225K 0.02%
1,133
+12
632
$224K 0.02%
14,547
-437
633
$224K 0.02%
3,809
-9
634
$223K 0.02%
2,698
-19
635
$221K 0.02%
3,563
+860
636
$221K 0.02%
796
+11
637
$221K 0.02%
+2,762
638
$221K 0.02%
12,240
-2,711
639
$220K 0.02%
+4,675
640
$220K 0.02%
3,850
-729
641
$219K 0.02%
13,910
+72
642
$218K 0.02%
+4,955
643
$218K 0.02%
1,291
+60
644
$217K 0.02%
5,855
+608
645
$217K 0.02%
1,815
+25
646
$213K 0.02%
1,012
+115
647
$213K 0.02%
554
-10
648
$213K 0.02%
1,918
649
$212K 0.02%
6,780
-3,190
650
$211K 0.02%
6,354
+684
24 25
26
27 28