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
1276
$7K ﹤0.01%
146
1277
$7K ﹤0.01%
+268
1278
$7K ﹤0.01%
+271
1279
$7K ﹤0.01%
+150
1280
$7K ﹤0.01%
+255
1281
$7K ﹤0.01%
+424
1282
$7K ﹤0.01%
+2,800
1283
$7K ﹤0.01%
455
1284
$7K ﹤0.01%
514
1285
$6K ﹤0.01%
1,103
1286
$6K ﹤0.01%
+160
1287
$6K ﹤0.01%
50
1288
$6K ﹤0.01%
27
1289
$6K ﹤0.01%
204
+1
1290
$6K ﹤0.01%
85
1291
$6K ﹤0.01%
+276
1292
$6K ﹤0.01%
+221
1293
$6K ﹤0.01%
+113
1294
$6K ﹤0.01%
178
1295
$6K ﹤0.01%
174
1296
$6K ﹤0.01%
+68
1297
$6K ﹤0.01%
90
1298
$6K ﹤0.01%
266
1299
$6K ﹤0.01%
505
+305
1300
$6K ﹤0.01%
70
-73
50 51
52
53 54