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
1301
$1 ﹤0.01%
5,115
1302
$1 ﹤0.01%
1,614
+300
1303
$1 ﹤0.01%
16,065
+306
1304
$1 ﹤0.01%
495
1305
$1 ﹤0.01%
4,799
+815
1306
$1 ﹤0.01%
1,929
+761
1307
$1 ﹤0.01%
531
1308
$1 ﹤0.01%
1,563
1309
$1 ﹤0.01%
3,094
+588
1310
$1 ﹤0.01%
1,288
+609
1311
$1 ﹤0.01%
588
1312
$1 ﹤0.01%
887
-9
1313
$1 ﹤0.01%
35
1314
$1 ﹤0.01%
59
+1
1315
$1 ﹤0.01%
5,630
+3,987
1316
$1 ﹤0.01%
7,880
+1,346
1317
$1 ﹤0.01%
5,872
+1,127
1318
$1 ﹤0.01%
4,510
+5
1319
$1 ﹤0.01%
144
1320
$1 ﹤0.01%
780
1321
$1 ﹤0.01%
1,782
+6
1322
$1 ﹤0.01%
1,822
+1,222
1323
$1 ﹤0.01%
81
+70
1324
$1 ﹤0.01%
2,620
-92
1325
$1 ﹤0.01%
2,952
+2,559
51 52
53
54 55