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
801
$35K 0.01%
2,442
802
$35K 0.01%
718
+168
803
$35K 0.01%
522
+4
804
$35K 0.01%
526
805
$35K 0.01%
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806
$34K 0.01%
2,267
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807
$34K 0.01%
451
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808
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518
809
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810
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212
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811
$34K 0.01%
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812
$34K 0.01%
602
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813
$34K 0.01%
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814
$34K 0.01%
635
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815
$34K 0.01%
6,780
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816
$34K 0.01%
1,351
-153
817
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818
$34K 0.01%
525
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$34K 0.01%
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431
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821
$34K 0.01%
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822
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510
823
$34K 0.01%
190
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$34K 0.01%
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825
$34K 0.01%
984
31 32
33
34 35