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
76
$674 0.33%
6,498
+1,353
77
$659 0.32%
1,473
+88
78
$650 0.31%
1,383
+292
79
$650 0.31%
28,361
-2,738
80
$649 0.31%
1,214
-837
81
$624 0.3%
+7,560
82
$617 0.3%
1,868
+15
83
$595 0.29%
900
84
$592 0.29%
+2,000
85
$579 0.28%
2,000
86
$577 0.28%
125
87
$570 0.28%
475
-19
88
$565 0.27%
3,973
-215
89
$556 0.27%
187
90
$554 0.27%
+10,158
91
$553 0.27%
50
92
$549 0.27%
4,345
93
$548 0.27%
262
94
$545 0.26%
53
95
$541 0.26%
11
96
$536 0.26%
66
97
$532 0.26%
3,202
98
$521 0.25%
1,500
99
$511 0.25%
1,881
-363
100
$508 0.25%
35
2 3
4
5 6