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
976
$10 ﹤0.01%
1,980
+1,680
977
$10 ﹤0.01%
577
978
$10 ﹤0.01%
+500
979
$10 ﹤0.01%
+853
980
$10 ﹤0.01%
24
981
$10 ﹤0.01%
4
982
$10 ﹤0.01%
338
-267
983
$10 ﹤0.01%
670
984
$10 ﹤0.01%
247
-2,465
985
$10 ﹤0.01%
27
986
$10 ﹤0.01%
50
987
$10 ﹤0.01%
2,927
+705
988
$10 ﹤0.01%
+105
989
$10 ﹤0.01%
35
990
$9 ﹤0.01%
139
-4
991
$9 ﹤0.01%
357
992
$9 ﹤0.01%
871
+313
993
$9 ﹤0.01%
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994
$9 ﹤0.01%
2,440
+6
995
$9 ﹤0.01%
798
+145
996
$9 ﹤0.01%
46
-99
997
$9 ﹤0.01%
26
998
$9 ﹤0.01%
19,320
-430
999
$9 ﹤0.01%
24
1000
$9 ﹤0.01%
+3,770
38 39
40
41 42