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
701
$26 0.01%
15,180
+11,980
702
$26 0.01%
2,164
+1,900
703
$26 0.01%
262
704
$26 0.01%
6,365
705
$26 0.01%
19
706
$26 0.01%
4,388
+131
707
$25 0.01%
323
+29
708
$25 0.01%
361
-332
709
$25 0.01%
100
710
$25 0.01%
6,122
+766
711
$25 0.01%
744
+572
712
$25 0.01%
330
713
$25 0.01%
49
714
$25 0.01%
206
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715
$25 0.01%
880
-160
716
$25 0.01%
2,298
+50
717
$25 0.01%
1,000
-580
718
$25 0.01%
579
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719
$25 0.01%
+1,750
720
$25 0.01%
3,720
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721
$25 0.01%
77
722
$25 0.01%
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723
$25 0.01%
259
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724
$24 0.01%
5,597
-2,036
725
$24 0.01%
+837
27 28
29
30 31