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
1026
$8 ﹤0.01%
243
1027
$8 ﹤0.01%
2,873
+3
1028
$8 ﹤0.01%
61
1029
$8 ﹤0.01%
3,965
1030
$7 ﹤0.01%
60
1031
$7 ﹤0.01%
600
1032
$7 ﹤0.01%
920
1033
$7 ﹤0.01%
989
-222
1034
$7 ﹤0.01%
7,133
+2,716
1035
$7 ﹤0.01%
378
1036
$7 ﹤0.01%
27
-76
1037
$7 ﹤0.01%
1,206
+2
1038
$7 ﹤0.01%
2,462
+353
1039
$7 ﹤0.01%
9,649
-128
1040
$7 ﹤0.01%
+600
1041
$7 ﹤0.01%
32
1042
$7 ﹤0.01%
1,066
+142
1043
$7 ﹤0.01%
124
-50
1044
$7 ﹤0.01%
+600
1045
$7 ﹤0.01%
115
+1
1046
$7 ﹤0.01%
307
1047
$7 ﹤0.01%
775
+197
1048
$7 ﹤0.01%
643
-44
1049
$7 ﹤0.01%
40
1050
$7 ﹤0.01%
125
40 41
42
43 44