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
1001
$9 ﹤0.01%
442
+1
1002
$9 ﹤0.01%
330
-203
1003
$9 ﹤0.01%
7,000
+5,000
1004
$9 ﹤0.01%
347
+41
1005
$9 ﹤0.01%
4,517
-123
1006
$9 ﹤0.01%
+1,250
1007
$9 ﹤0.01%
3,045
+1,101
1008
$8 ﹤0.01%
2,451
+337
1009
$8 ﹤0.01%
41
1010
$8 ﹤0.01%
189
-381
1011
$8 ﹤0.01%
426
+8
1012
$8 ﹤0.01%
7,841
-28,154
1013
$8 ﹤0.01%
265
-50
1014
$8 ﹤0.01%
+1,279
1015
$8 ﹤0.01%
4,497
+4,006
1016
$8 ﹤0.01%
1,838
+60
1017
$8 ﹤0.01%
698
1018
$8 ﹤0.01%
8,013
-333
1019
$8 ﹤0.01%
2,565
+1,065
1020
$8 ﹤0.01%
1,534
+241
1021
$8 ﹤0.01%
220
1022
$8 ﹤0.01%
7,863
+6,930
1023
$8 ﹤0.01%
587
+451
1024
$8 ﹤0.01%
1,277
+535
1025
$8 ﹤0.01%
+249
39 40
41
42 43