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
1251
$2 ﹤0.01%
4,125
+2,205
1252
$2 ﹤0.01%
19,116
+6
1253
$2 ﹤0.01%
59
1254
$2 ﹤0.01%
7,921
+412
1255
$2 ﹤0.01%
10,815
+4,230
1256
$2 ﹤0.01%
+181
1257
$2 ﹤0.01%
1,000
1258
$2 ﹤0.01%
1
1259
$2 ﹤0.01%
449
1260
$2 ﹤0.01%
2,040
+1,040
1261
$2 ﹤0.01%
61
-289
1262
$2 ﹤0.01%
1,797
+145
1263
$2 ﹤0.01%
4
+1
1264
$2 ﹤0.01%
2,593
+103
1265
$2 ﹤0.01%
274
1266
$2 ﹤0.01%
1,060
+1
1267
$2 ﹤0.01%
+390
1268
$2 ﹤0.01%
920
+2
1269
$2 ﹤0.01%
68
-408
1270
$2 ﹤0.01%
335
+145
1271
$1 ﹤0.01%
2,421
-872
1272
$1 ﹤0.01%
192
+1
1273
$1 ﹤0.01%
25
1274
$1 ﹤0.01%
7,940
+5,768
1275
$1 ﹤0.01%
203
49 50
51
52 53