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
1301
$6K ﹤0.01%
+79
1302
$6K ﹤0.01%
+180
1303
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165
+2
1304
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+131
1305
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+254
1306
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+200
1307
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+200
1308
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+210
1309
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150
1310
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+840
1311
$6K ﹤0.01%
480
+177
1312
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238
1313
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103
-21
1314
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500
1315
$5K ﹤0.01%
+76
1316
$5K ﹤0.01%
+100
1317
$5K ﹤0.01%
100
1318
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26
1319
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113
+26
1320
$5K ﹤0.01%
+72
1321
$5K ﹤0.01%
250
1322
$5K ﹤0.01%
+100
1323
$5K ﹤0.01%
+3
1324
$5K ﹤0.01%
+100
1325
$5K ﹤0.01%
80
51 52
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