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
1151
$12K ﹤0.01%
500
1152
$12K ﹤0.01%
+1,345
1153
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+527
1154
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406
1155
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1156
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274
1157
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338
-246
1158
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1159
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+1,620
1160
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+601
1161
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117
+3
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+543
1163
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1164
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+1,185
1165
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315
+40
1166
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378
+178
1167
$11K ﹤0.01%
800
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1168
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1169
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91
+84
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1171
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200
1172
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117
+1
1173
$11K ﹤0.01%
+630
1174
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400
1175
$11K ﹤0.01%
288
+100
45 46
47
48 49