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
901
$13 0.01%
+774
902
$13 0.01%
192
+27
903
$13 0.01%
494
+1
904
$13 0.01%
+8
905
$13 0.01%
+455
906
$12 0.01%
+750
907
$12 0.01%
462
+420
908
$12 0.01%
460
909
$12 0.01%
+750
910
$12 0.01%
217
+120
911
$12 0.01%
290
+250
912
$12 0.01%
+100
913
$12 0.01%
746
914
$12 0.01%
+250
915
$12 0.01%
+280
916
$12 0.01%
267
-2,000
917
$12 0.01%
267
-247
918
$12 0.01%
128
919
$12 0.01%
1,187
-1,589
920
$12 0.01%
735
+3
921
$12 0.01%
6
-479
922
$12 0.01%
2,962
+233
923
$12 0.01%
40
924
$12 0.01%
36
925
$12 0.01%
40
35 36
37
38 39