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
926
$12 0.01%
61,889
+20,294
927
$12 0.01%
3,125
+1,352
928
$12 0.01%
1,300
+800
929
$12 0.01%
520
+36
930
$12 0.01%
1,016
-66
931
$12 0.01%
+437
932
$12 0.01%
+800
933
$12 0.01%
18
-1,284
934
$12 0.01%
38
935
$12 0.01%
90
+16
936
$11 0.01%
500
937
$11 0.01%
234
938
$11 0.01%
76
+1
939
$11 0.01%
6,318
+420
940
$11 0.01%
724
+513
941
$11 0.01%
+1,100
942
$11 0.01%
1,025
+813
943
$11 0.01%
47
944
$11 0.01%
3,750
+1,026
945
$11 0.01%
10
946
$11 0.01%
35
947
$11 0.01%
+8,036
948
$11 0.01%
107
949
$11 0.01%
1,480
-310
950
$11 0.01%
1,167
-14
36 37
38
39 40