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
1101
$14K ﹤0.01%
+655
1102
$14K ﹤0.01%
272
+13
1103
$14K ﹤0.01%
94
+39
1104
$13K ﹤0.01%
713
1105
$13K ﹤0.01%
+450
1106
$13K ﹤0.01%
271
1107
$13K ﹤0.01%
310
+52
1108
$13K ﹤0.01%
440
+150
1109
$13K ﹤0.01%
174
+147
1110
$13K ﹤0.01%
+198
1111
$13K ﹤0.01%
942
+351
1112
$13K ﹤0.01%
+250
1113
$13K ﹤0.01%
140
+1
1114
$13K ﹤0.01%
324
1115
$13K ﹤0.01%
1,249
1116
$13K ﹤0.01%
510
+90
1117
$13K ﹤0.01%
600
1118
$13K ﹤0.01%
75
1119
$13K ﹤0.01%
+300
1120
$13K ﹤0.01%
998
1121
$13K ﹤0.01%
161
+153
1122
$13K ﹤0.01%
436
-50
1123
$13K ﹤0.01%
484
1124
$13K ﹤0.01%
300
1125
$12K ﹤0.01%
240
43 44
45
46 47