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
$1.2B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.28M
3
+$4.33M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.68M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.87M

Top Sells

1
+$3.52M
2
+$2.85M
3
+$2.54M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.42M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$2.33M

Sector Composition

1 Technology 9.4%
2 Healthcare 8.79%
3 Consumer Discretionary 5.26%
4 Financials 4.3%
5 Communication Services 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$143K 0.01%
27,194
+753
702
$140K 0.01%
11,119
-2,514
703
$137K 0.01%
+17,227
704
$136K 0.01%
7,076
+1,223
705
$133K 0.01%
12,208
-3,067
706
$133K 0.01%
17,680
-1,808
707
$131K 0.01%
23,225
708
$130K 0.01%
18,560
-3,200
709
$127K 0.01%
+13,918
710
$127K 0.01%
14,837
+90
711
$123K 0.01%
+2,089
712
$122K 0.01%
15
-6
713
$114K 0.01%
15,161
714
$104K 0.01%
418
-10
715
$98K 0.01%
10,115
716
$98K 0.01%
17,138
+105
717
$93K 0.01%
+11,540
718
$91K 0.01%
+11,257
719
$90K 0.01%
+1,085
720
$90K 0.01%
+1,089
721
$88K 0.01%
13,276
-3,855
722
$87K 0.01%
3,210
+733
723
$86K 0.01%
11,260
-200
724
$70K 0.01%
12,859
-5,470
725
$70K 0.01%
12,000
27 28
29
30 31