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
926
$24K 0.01%
683
+413
927
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11
928
$24K 0.01%
67
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929
$24K 0.01%
+400
930
$24K 0.01%
525
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931
$24K 0.01%
501
+329
932
$24K 0.01%
421
933
$24K 0.01%
+1,500
934
$24K 0.01%
455
935
$24K 0.01%
3,505
+2,342
936
$24K 0.01%
810
-510
937
$24K 0.01%
1,185
938
$23K 0.01%
236
939
$23K 0.01%
303
940
$23K 0.01%
189
941
$23K 0.01%
686
-77
942
$23K 0.01%
1,670
+1,068
943
$23K 0.01%
525
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944
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945
$23K 0.01%
441
946
$23K 0.01%
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947
$23K 0.01%
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948
$23K 0.01%
+1,600
949
$23K 0.01%
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950
$23K 0.01%
644
+70
36 37
38
39 40