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
1151
$3 ﹤0.01%
31
1152
$3 ﹤0.01%
22
-63
1153
$3 ﹤0.01%
246
+19
1154
$3 ﹤0.01%
1,015
-500
1155
$3 ﹤0.01%
24,301
1156
$3 ﹤0.01%
68
+25
1157
$3 ﹤0.01%
+1
1158
$3 ﹤0.01%
1,018
-39
1159
$3 ﹤0.01%
310
1160
$3 ﹤0.01%
451
+1
1161
$3 ﹤0.01%
1,270
+26
1162
$3 ﹤0.01%
660
-20
1163
$3 ﹤0.01%
42
1164
$3 ﹤0.01%
1,400
+900
1165
$3 ﹤0.01%
120
-68
1166
$3 ﹤0.01%
245
-64
1167
$3 ﹤0.01%
464
1168
$3 ﹤0.01%
118
1169
$3 ﹤0.01%
5,080
-157
1170
$3 ﹤0.01%
3,653
-2,327
1171
$3 ﹤0.01%
1,530
+750
1172
$3 ﹤0.01%
54
1173
$3 ﹤0.01%
76
1174
$3 ﹤0.01%
1,304
+280
1175
$3 ﹤0.01%
1,671
+1,435
45 46
47
48 49