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
1051
$6 ﹤0.01%
+72
1052
$6 ﹤0.01%
+2,583
1053
$6 ﹤0.01%
156
+1
1054
$6 ﹤0.01%
147
1055
$6 ﹤0.01%
1,785
-245
1056
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+100
1057
$6 ﹤0.01%
765
1058
$6 ﹤0.01%
1,734
+82
1059
$6 ﹤0.01%
132
+75
1060
$6 ﹤0.01%
90
1061
$6 ﹤0.01%
2,000
1062
$6 ﹤0.01%
+325
1063
$6 ﹤0.01%
1,000
1064
$6 ﹤0.01%
302
-106
1065
$6 ﹤0.01%
180
1066
$6 ﹤0.01%
56
1067
$6 ﹤0.01%
80
1068
$6 ﹤0.01%
5,680
-80
1069
$6 ﹤0.01%
3,473
1070
$6 ﹤0.01%
150
1071
$6 ﹤0.01%
356
1072
$6 ﹤0.01%
117
1073
$6 ﹤0.01%
4,501
+531
1074
$6 ﹤0.01%
80
1075
$6 ﹤0.01%
125
41 42
43
44 45