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
826
$34K 0.01%
1,670
+1,120
827
$33K 0.01%
+609
828
$33K 0.01%
820
+490
829
$33K 0.01%
316
+298
830
$33K 0.01%
664
-116
831
$33K 0.01%
484
+4
832
$33K 0.01%
93
+58
833
$33K 0.01%
+1,380
834
$33K 0.01%
307
835
$33K 0.01%
+2,800
836
$32K 0.01%
159
-25
837
$32K 0.01%
698
838
$32K 0.01%
779
+40
839
$32K 0.01%
+905
840
$32K 0.01%
2,002
+1,973
841
$32K 0.01%
202
842
$32K 0.01%
+1,921
843
$32K 0.01%
650
+4
844
$32K 0.01%
1,102
845
$31K 0.01%
+600
846
$31K 0.01%
920
847
$31K 0.01%
+1,243
848
$31K 0.01%
429
849
$31K 0.01%
190
+131
850
$31K 0.01%
437
32 33
34
35 36