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
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$4.67M
3
+$2.94M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.68M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.89M

Top Sells

1
+$372K
2
+$282K
3
+$226K
4
TAST
Carrols Restaurant Group, Inc.
TAST
+$185K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$177K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$15K ﹤0.01%
202
+109
1077
$15K ﹤0.01%
+272
1078
$15K ﹤0.01%
100
1079
$15K ﹤0.01%
+800
1080
$15K ﹤0.01%
116
+12
1081
$14K ﹤0.01%
356
1082
$14K ﹤0.01%
65
1083
$14K ﹤0.01%
2,060
1084
$14K ﹤0.01%
493
+2
1085
$14K ﹤0.01%
172
-112
1086
$14K ﹤0.01%
474
+38
1087
$14K ﹤0.01%
393
-71
1088
$14K ﹤0.01%
2,178
+1,950
1089
$14K ﹤0.01%
199
+114
1090
$14K ﹤0.01%
186
+1
1091
$14K ﹤0.01%
170
1092
$14K ﹤0.01%
1,000
1093
$14K ﹤0.01%
+150
1094
$14K ﹤0.01%
1,302
1095
$14K ﹤0.01%
622
+52
1096
$14K ﹤0.01%
+400
1097
$14K ﹤0.01%
+100
1098
$14K ﹤0.01%
300
+250
1099
– –
0
1100
$14K ﹤0.01%
+433
42 43
44
45 46