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
1101
$5 ﹤0.01%
+18
1102
$5 ﹤0.01%
1,007
+695
1103
$5 ﹤0.01%
748
+4
1104
$5 ﹤0.01%
8,260
+1,278
1105
$5 ﹤0.01%
1,309
1106
$5 ﹤0.01%
3,923
+1,911
1107
$5 ﹤0.01%
51
1108
$5 ﹤0.01%
84
1109
$5 ﹤0.01%
542
+325
1110
$5 ﹤0.01%
49
1111
$5 ﹤0.01%
822
-136
1112
$5 ﹤0.01%
116,930
+103,910
1113
$5 ﹤0.01%
2,270
-355
1114
$5 ﹤0.01%
27
1115
$5 ﹤0.01%
+42
1116
$5 ﹤0.01%
+506
1117
$5 ﹤0.01%
49
1118
$5 ﹤0.01%
+5,235
1119
$5 ﹤0.01%
80
1120
$4 ﹤0.01%
+5
1121
$4 ﹤0.01%
658
-467
1122
$4 ﹤0.01%
+1,260
1123
$4 ﹤0.01%
3,515
+1,101
1124
$4 ﹤0.01%
1,014
-3
1125
$4 ﹤0.01%
151
+70
43 44
45
46 47