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
1226
$2 ﹤0.01%
+53
1227
$2 ﹤0.01%
9,584
+8,586
1228
$2 ﹤0.01%
6,554
+1,594
1229
$2 ﹤0.01%
324
1230
$2 ﹤0.01%
+600
1231
$2 ﹤0.01%
10,016
+30
1232
$2 ﹤0.01%
55
1233
$2 ﹤0.01%
1,187
+3
1234
$2 ﹤0.01%
223
1235
$2 ﹤0.01%
12,015
-188
1236
$2 ﹤0.01%
418
1237
$2 ﹤0.01%
509
+176
1238
$2 ﹤0.01%
363
1239
$2 ﹤0.01%
2,114
+1,297
1240
$2 ﹤0.01%
483
1241
$2 ﹤0.01%
3,929
+1,648
1242
$2 ﹤0.01%
+413
1243
$2 ﹤0.01%
2,793
-448
1244
$2 ﹤0.01%
491
1245
$2 ﹤0.01%
183
1246
$2 ﹤0.01%
4,125
+2,205
1247
$2 ﹤0.01%
19,116
+6
1248
$2 ﹤0.01%
59
1249
$2 ﹤0.01%
7,921
+412
1250
$2 ﹤0.01%
10,815
+4,230
48 49
50
51 52