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
$206K
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,515
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$3.73M
3
+$2.07M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.76M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.66M

Top Sells

1
+$1.1M
2
+$1M
3
+$699K
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$476K
5
AZO icon
AutoZone
AZO
+$376K

Sector Composition

1 Industrials 9.24%
2 Technology 8.94%
3 Financials 8.04%
4 Healthcare 7.13%
5 Energy 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$31 0.02%
13,554
+12,129
652
$31 0.02%
+1,141
653
$31 0.02%
513
654
$31 0.02%
+201
655
$31 0.02%
36
656
$30 0.01%
2,479
-240
657
$30 0.01%
47
-50
658
$30 0.01%
47
659
$30 0.01%
400
660
$30 0.01%
+133
661
$30 0.01%
13,292
+3,816
662
$30 0.01%
1,000
663
$29 0.01%
+2,060
664
$29 0.01%
+630
665
$29 0.01%
2,575
-2
666
$29 0.01%
4,488
+1,920
667
$29 0.01%
260
-200
668
$29 0.01%
1,325
+563
669
$29 0.01%
810
670
$29 0.01%
18,314
+18,059
671
$29 0.01%
15,414
-272
672
$28 0.01%
523
+483
673
$28 0.01%
233
674
$28 0.01%
+744
675
$28 0.01%
8,364
+968
25 26
27
28 29