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
726
$68K 0.01%
2,682
-495
727
$65K 0.01%
137
+17
728
$62K 0.01%
10,828
729
$59K ﹤0.01%
867
730
$59K ﹤0.01%
21
731
$54K ﹤0.01%
1,395
732
$53K ﹤0.01%
2,583
733
$50K ﹤0.01%
13,820
+578
734
$49K ﹤0.01%
30,850
735
$41K ﹤0.01%
+106
736
$36K ﹤0.01%
10,000
737
$31K ﹤0.01%
19,000
-8,500
738
$21K ﹤0.01%
60,016
+9,978
739
$9K ﹤0.01%
+40,000
740
$8K ﹤0.01%
+12,000
741
$7K ﹤0.01%
+1,333
742
– –
-4,430
743
– –
-4,619
744
– –
-6,567
745
– –
-3,331
746
– –
-588
747
– –
-7,683
748
– –
-11,150
749
– –
-5,524
750
– –
-5,077
28 29
30
31 32