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
826
$17 0.01%
44
827
$17 0.01%
29
828
$17 0.01%
+200
829
$17 0.01%
82
-4
830
$17 0.01%
550
831
$16 0.01%
2,719
+2,663
832
$16 0.01%
198
833
$16 0.01%
19
834
$16 0.01%
+500
835
$16 0.01%
+5,456
836
$16 0.01%
135
837
$16 0.01%
+1,988
838
$16 0.01%
157
-467
839
$16 0.01%
253
-73
840
$16 0.01%
149
841
$16 0.01%
+700
842
$16 0.01%
1,102
843
$16 0.01%
+500
844
$16 0.01%
+90
845
$16 0.01%
+2,085
846
$15 0.01%
2,062
847
$15 0.01%
112
848
$15 0.01%
535
+160
849
$15 0.01%
100
850
$15 0.01%
+1,122
32 33
34
35 36