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
951
$11 0.01%
13
+7
952
$11 0.01%
3,026
+1,970
953
$11 0.01%
+462
954
$11 0.01%
1,320
+163
955
$11 0.01%
+310
956
$11 0.01%
100
957
$11 0.01%
667
958
$11 0.01%
52
959
$11 0.01%
+13
960
$11 0.01%
439
-981
961
$11 0.01%
4,395
+257
962
$11 0.01%
68
963
$11 0.01%
253
+2
964
$11 0.01%
945
-1,619
965
$10 ﹤0.01%
6,889
-457
966
$10 ﹤0.01%
24
967
$10 ﹤0.01%
2,642
+352
968
$10 ﹤0.01%
12
969
$10 ﹤0.01%
524
-135
970
$10 ﹤0.01%
6,579
+1,816
971
$10 ﹤0.01%
114
972
$10 ﹤0.01%
5,981
+2,104
973
$10 ﹤0.01%
28,986
-2,051
974
$10 ﹤0.01%
1,457
975
$10 ﹤0.01%
105
37 38
39
40 41