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
1226
$2 ﹤0.01%
125
1227
$2 ﹤0.01%
1,000
1228
$2 ﹤0.01%
9,897
+6,504
1229
$2 ﹤0.01%
736
+68
1230
$2 ﹤0.01%
119
1231
$2 ﹤0.01%
348
-100
1232
$2 ﹤0.01%
163
+1
1233
$2 ﹤0.01%
7,238
+2,512
1234
$2 ﹤0.01%
3,024
-101
1235
$2 ﹤0.01%
46,169
+44,465
1236
$2 ﹤0.01%
+85
1237
$2 ﹤0.01%
6,596
-773
1238
$2 ﹤0.01%
54
1239
$2 ﹤0.01%
16,215
1240
$2 ﹤0.01%
+53
1241
$2 ﹤0.01%
12,015
-188
1242
$2 ﹤0.01%
418
1243
$2 ﹤0.01%
509
+176
1244
$2 ﹤0.01%
363
1245
$2 ﹤0.01%
2,114
+1,297
1246
$2 ﹤0.01%
483
1247
$2 ﹤0.01%
3,929
+1,648
1248
$2 ﹤0.01%
2,793
-448
1249
$2 ﹤0.01%
491
1250
$2 ﹤0.01%
183
48 49
50
51 52