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
1201
$10K ﹤0.01%
84
1202
$10K ﹤0.01%
150
1203
$10K ﹤0.01%
+19
1204
$10K ﹤0.01%
+500
1205
$10K ﹤0.01%
+393
1206
$10K ﹤0.01%
310
+60
1207
$10K ﹤0.01%
208
+186
1208
$10K ﹤0.01%
1,668
1209
$10K ﹤0.01%
75
+15
1210
$10K ﹤0.01%
+98
1211
$10K ﹤0.01%
700
1212
$10K ﹤0.01%
337
+181
1213
$10K ﹤0.01%
370
1214
$9K ﹤0.01%
1,380
+4
1215
$9K ﹤0.01%
108
+3
1216
$9K ﹤0.01%
83
1217
$9K ﹤0.01%
2,642
1218
$9K ﹤0.01%
+295
1219
$9K ﹤0.01%
5,000
+2,500
1220
$9K ﹤0.01%
150
1221
$9K ﹤0.01%
3,527
+2,750
1222
$9K ﹤0.01%
27
+7
1223
$9K ﹤0.01%
+200
1224
$9K ﹤0.01%
100
1225
$9K ﹤0.01%
200
47 48
49
50 51