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
776
$21 0.01%
2,572
+2,060
777
$20 0.01%
5,627
+80
778
$20 0.01%
255
+4
779
$20 0.01%
246
780
$20 0.01%
+482
781
$20 0.01%
100
782
$20 0.01%
500
783
$20 0.01%
150
784
$20 0.01%
1,139
+535
785
$20 0.01%
58
786
$20 0.01%
1,376
+225
787
$20 0.01%
100
-4
788
$19 0.01%
2,591
+648
789
$19 0.01%
26
790
$19 0.01%
255
791
$19 0.01%
+200
792
$19 0.01%
1,409
+213
793
$19 0.01%
16
794
$19 0.01%
10
795
$19 0.01%
3,109
-7
796
$19 0.01%
298
+24
797
$19 0.01%
122
798
$19 0.01%
+724
799
$19 0.01%
50
800
$19 0.01%
1,840
30 31
32
33 34