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
1026
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1027
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1028
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-19,594
1029
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-7,091
1030
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1031
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1032
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-3,497
1033
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-7,954
1034
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-5,063
1035
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-8,915
1036
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-42
1037
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-14,261
1038
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-10,372
1039
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1040
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1041
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1042
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1043
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1044
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1045
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1046
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-1,360
1047
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1048
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1049
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1050
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-4,344
40 41
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43 44