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
1276
$1 ﹤0.01%
+3,762
1277
$1 ﹤0.01%
63
+31
1278
$1 ﹤0.01%
+551
1279
$1 ﹤0.01%
170
+4
1280
$1 ﹤0.01%
14
1281
$1 ﹤0.01%
+150
1282
$1 ﹤0.01%
+6,228
1283
$1 ﹤0.01%
44
-61
1284
$1 ﹤0.01%
+4,011
1285
$1 ﹤0.01%
550
1286
$1 ﹤0.01%
+1,664
1287
$1 ﹤0.01%
+400
1288
$1 ﹤0.01%
500
1289
$1 ﹤0.01%
753
1290
$1 ﹤0.01%
21
1291
$1 ﹤0.01%
23
1292
$1 ﹤0.01%
13
1293
$1 ﹤0.01%
+3
1294
$1 ﹤0.01%
700
1295
$1 ﹤0.01%
1,877
+1
1296
$1 ﹤0.01%
1,000
1297
$1 ﹤0.01%
1,158
+815
1298
$1 ﹤0.01%
108
1299
$1 ﹤0.01%
30
1300
$1 ﹤0.01%
+63
50 51
52
53 54