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
1076
$6 ﹤0.01%
900
1077
$6 ﹤0.01%
3,622
+2,622
1078
$6 ﹤0.01%
810
-1,070
1079
$6 ﹤0.01%
+1,120
1080
$6 ﹤0.01%
232
-272
1081
$6 ﹤0.01%
6,420
+448
1082
$6 ﹤0.01%
119
-75
1083
$6 ﹤0.01%
+40
1084
$6 ﹤0.01%
275
-450
1085
$6 ﹤0.01%
675
1086
$6 ﹤0.01%
292
1087
$5 ﹤0.01%
2,632
+2,057
1088
$5 ﹤0.01%
22
1089
$5 ﹤0.01%
14,459
+541
1090
$5 ﹤0.01%
182
1091
$5 ﹤0.01%
3
1092
$5 ﹤0.01%
1,048
+287
1093
$5 ﹤0.01%
230
1094
$5 ﹤0.01%
47
1095
$5 ﹤0.01%
1,469
1096
$5 ﹤0.01%
+783
1097
$5 ﹤0.01%
125
-176
1098
$5 ﹤0.01%
178
1099
$5 ﹤0.01%
237
+143
1100
$5 ﹤0.01%
1,350
42 43
44
45 46