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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$6.76M
3
+$5.57M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$5.55M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.9M

Top Sells

1
+$23.5M
2
+$16.9M
3
+$3.88M
4
GLD icon
SPDR Gold Trust
GLD
+$3.77M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.57M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.83%
4 Communication Services 4%
5 Financials 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-18,200
652
– –
-56
653
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-8,815
654
– –
-19,475
655
– –
-4,483
656
– –
-64,565
657
– –
-2,191
658
– –
-3,283
659
– –
-18,032
660
– –
-35,373
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