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
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$4.67M
3
+$2.94M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.68M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.89M

Top Sells

1
+$372K
2
+$282K
3
+$226K
4
TAST
Carrols Restaurant Group, Inc.
TAST
+$185K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$177K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$38K 0.01%
350
+170
777
$38K 0.01%
+1,643
778
$38K 0.01%
1,840
779
$38K 0.01%
299
+99
780
$38K 0.01%
2,077
781
$37K 0.01%
170
+131
782
$37K 0.01%
3,567
-143
783
$37K 0.01%
962
-45
784
$37K 0.01%
523
+366
785
$37K 0.01%
+810
786
$37K 0.01%
720
+216
787
$37K 0.01%
2,267
+523
788
$37K 0.01%
441
+11
789
$37K 0.01%
+236
790
$37K 0.01%
1,157
-1,301
791
$36K 0.01%
2,040
792
$36K 0.01%
925
+445
793
$36K 0.01%
600
+497
794
$36K 0.01%
929
795
$36K 0.01%
1,206
796
$36K 0.01%
1,074
+300
797
$36K 0.01%
+7,000
798
$36K 0.01%
260
799
$35K 0.01%
1,758
-171
800
$35K 0.01%
+1,000
30 31
32
33 34