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
$2.49B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$11.8M
3
+$11.7M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$10.3M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$9.75M

Top Sells

1
+$10.9M
2
+$7.34M
3
+$7.06M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$6.14M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.85M

Sector Composition

1 Technology 9.94%
2 Healthcare 4.59%
3 Financials 3.94%
4 Consumer Discretionary 3.51%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$29.2K ﹤0.01%
1,323
+66
1002
$28K ﹤0.01%
11,156
1003
$25.5K ﹤0.01%
582
-38
1004
$25K ﹤0.01%
800
1005
$20.7K ﹤0.01%
545
+39
1006
$3.35K ﹤0.01%
1,833
1007
$1.69K ﹤0.01%
11,613
1008
– –
-1,777
1009
– –
-3,331
1010
– –
-2,710
1011
– –
-10,035
1012
– –
-2,996
1013
– –
-13,489
1014
– –
-3,623
1015
– –
-1,057
1016
– –
-46,928
1017
– –
-14,500
1018
– –
-27,214
1019
– –
-7,059
1020
– –
-6,596
1021
– –
-4,848
1022
– –
-20,309
1023
– –
-12,995
1024
– –
-15,355
1025
– –
-45,742
39 40
41
42 43