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
1126
$4 ﹤0.01%
37,440
+4,880
1127
$4 ﹤0.01%
8,732
+664
1128
$4 ﹤0.01%
4,430
+1,427
1129
$4 ﹤0.01%
1,105
1130
$4 ﹤0.01%
263
1131
$4 ﹤0.01%
362
1132
$4 ﹤0.01%
25
1133
$4 ﹤0.01%
2,375
1134
$4 ﹤0.01%
177
+35
1135
$4 ﹤0.01%
39
-195
1136
$4 ﹤0.01%
289
+2
1137
$4 ﹤0.01%
2,122
-218
1138
$4 ﹤0.01%
162
1139
$4 ﹤0.01%
1,289
+303
1140
$4 ﹤0.01%
+30
1141
$4 ﹤0.01%
11,667
1142
$4 ﹤0.01%
+100
1143
$4 ﹤0.01%
197
1144
$4 ﹤0.01%
1,200
-57
1145
$4 ﹤0.01%
8,283
1146
$4 ﹤0.01%
20
1147
$4 ﹤0.01%
18
1148
$4 ﹤0.01%
+6,728
1149
$3 ﹤0.01%
+174
1150
$3 ﹤0.01%
44
44 45
46
47 48