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
1176
$3 ﹤0.01%
230
+98
1177
$3 ﹤0.01%
5,458
+242
1178
$3 ﹤0.01%
2,616
-727
1179
$3 ﹤0.01%
+1,750
1180
$3 ﹤0.01%
5,035
+2,840
1181
$3 ﹤0.01%
51
1182
$3 ﹤0.01%
23
1183
$3 ﹤0.01%
+3
1184
$3 ﹤0.01%
372
-256
1185
$3 ﹤0.01%
+50
1186
$3 ﹤0.01%
20,520
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1187
$3 ﹤0.01%
130
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1188
$3 ﹤0.01%
582
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1189
$3 ﹤0.01%
+20
1190
$3 ﹤0.01%
113
1191
$3 ﹤0.01%
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1192
$3 ﹤0.01%
10,272
1193
$3 ﹤0.01%
109
1194
$3 ﹤0.01%
50
1195
– –
0
1196
$3 ﹤0.01%
300
1197
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40
1198
$3 ﹤0.01%
2,304
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1199
$3 ﹤0.01%
11
1200
$2 ﹤0.01%
39
-3
46 47
48
49 50