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
676
$28 0.01%
510
+100
677
$28 0.01%
369
678
$28 0.01%
14
-1
679
$28 0.01%
242
680
$28 0.01%
70
681
$28 0.01%
+38
682
$28 0.01%
559
+311
683
$28 0.01%
+31
684
$27 0.01%
56
685
$27 0.01%
29
+1
686
$27 0.01%
164
687
$27 0.01%
72
688
$27 0.01%
1,342
689
$27 0.01%
6
690
$27 0.01%
5,029
+3,102
691
$27 0.01%
2,049
692
$27 0.01%
13,803
693
$26 0.01%
722
-176
694
$26 0.01%
1,040
+250
695
$26 0.01%
+2,500
696
$26 0.01%
3,800
697
$26 0.01%
33
-19
698
$26 0.01%
32,970
+32,895
699
$26 0.01%
29
700
$26 0.01%
47
26 27
28
29 30