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
726
$24 0.01%
2,825
+675
727
$24 0.01%
230
728
$24 0.01%
4,751
+2,913
729
$24 0.01%
88
730
$24 0.01%
156
731
$24 0.01%
+196
732
$23 0.01%
188
733
$23 0.01%
79
734
$23 0.01%
1,584
+759
735
$23 0.01%
1,552
+754
736
$23 0.01%
+3,184
737
$23 0.01%
511
-16
738
$23 0.01%
15,017
+1,414
739
$23 0.01%
89
740
$23 0.01%
83
741
$23 0.01%
2,500
+2,400
742
$23 0.01%
440
743
$23 0.01%
4,412
+2
744
$23 0.01%
4,000
745
$23 0.01%
17,745
+13,113
746
$23 0.01%
5,389
+4,020
747
$23 0.01%
+5,122
748
$23 0.01%
218
749
$22 0.01%
+205
750
$22 0.01%
153
-36
28 29
30
31 32