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 9.32%
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%
6,554
+1,594
1202
$2 ﹤0.01%
324
1203
$2 ﹤0.01%
+600
1204
$2 ﹤0.01%
10,016
+30
1205
$2 ﹤0.01%
55
1206
$2 ﹤0.01%
1,187
+3
1207
$2 ﹤0.01%
223
1208
$2 ﹤0.01%
+413
1209
$2 ﹤0.01%
148
1210
$2 ﹤0.01%
+637
1211
$2 ﹤0.01%
3,208
-132
1212
$2 ﹤0.01%
1,763
+1,435
1213
$2 ﹤0.01%
1,129
-64
1214
$2 ﹤0.01%
39
-3
1215
$2 ﹤0.01%
3,726
1216
$2 ﹤0.01%
5,066
+590
1217
$2 ﹤0.01%
332
+204
1218
$2 ﹤0.01%
970
1219
$2 ﹤0.01%
2,673
-360
1220
$2 ﹤0.01%
946
+807
1221
$2 ﹤0.01%
3,681
+196
1222
$2 ﹤0.01%
3,628
+2,046
1223
$2 ﹤0.01%
7,318
+364
1224
$2 ﹤0.01%
14,911
-503
1225
$2 ﹤0.01%
+565
47 48
49
50 51