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
751
$22 0.01%
1,232
+783
752
$22 0.01%
11,377
+10,999
753
$22 0.01%
140
754
$22 0.01%
73
755
$22 0.01%
+5,643
756
$22 0.01%
+43
757
$22 0.01%
716
758
$22 0.01%
832
-48
759
$22 0.01%
465
-403
760
$22 0.01%
32
761
$22 0.01%
774
+173
762
$22 0.01%
97
763
$21 0.01%
+1,920
764
$21 0.01%
+530
765
$21 0.01%
87
+19
766
$21 0.01%
+553
767
$21 0.01%
1,421
+382
768
$21 0.01%
623
769
$21 0.01%
8,587
-1,552
770
$21 0.01%
+175
771
$21 0.01%
35
772
$21 0.01%
5,261
+18
773
$21 0.01%
12,666
+2,334
774
$21 0.01%
12,271
+46
775
$21 0.01%
1,668
29 30
31
32 33