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
1201
$2 ﹤0.01%
3,726
1202
$2 ﹤0.01%
5,066
+590
1203
$2 ﹤0.01%
332
+204
1204
$2 ﹤0.01%
970
1205
$2 ﹤0.01%
2,673
-360
1206
$2 ﹤0.01%
946
+807
1207
$2 ﹤0.01%
3,681
+196
1208
$2 ﹤0.01%
3,628
+2,046
1209
$2 ﹤0.01%
7,318
+364
1210
$2 ﹤0.01%
14,911
-503
1211
$2 ﹤0.01%
+565
1212
$2 ﹤0.01%
125
1213
$2 ﹤0.01%
1,000
1214
$2 ﹤0.01%
9,897
+6,504
1215
$2 ﹤0.01%
736
+68
1216
$2 ﹤0.01%
119
1217
$2 ﹤0.01%
348
-100
1218
$2 ﹤0.01%
163
+1
1219
$2 ﹤0.01%
7,238
+2,512
1220
$2 ﹤0.01%
3,024
-101
1221
$2 ﹤0.01%
46,169
+44,465
1222
$2 ﹤0.01%
+85
1223
$2 ﹤0.01%
6,596
-773
1224
$2 ﹤0.01%
54
1225
$2 ﹤0.01%
16,215
47 48
49
50 51