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
1326
$1 ﹤0.01%
1,614
+300
1327
$1 ﹤0.01%
16,065
+306
1328
$1 ﹤0.01%
495
1329
$1 ﹤0.01%
4,799
+815
1330
$1 ﹤0.01%
1,929
+761
1331
$1 ﹤0.01%
531
1332
$1 ﹤0.01%
1,563
1333
$1 ﹤0.01%
3,094
+588
1334
$1 ﹤0.01%
1,288
+609
1335
$1 ﹤0.01%
588
1336
$1 ﹤0.01%
887
-9
1337
$1 ﹤0.01%
35
1338
$1 ﹤0.01%
59
+1
1339
$1 ﹤0.01%
5,630
+3,987
1340
$1 ﹤0.01%
7,880
+1,346
1341
$1 ﹤0.01%
5,872
+1,127
1342
$1 ﹤0.01%
4,510
+5
1343
$1 ﹤0.01%
144
1344
$1 ﹤0.01%
780
1345
$1 ﹤0.01%
1,782
+6
1346
$1 ﹤0.01%
1,822
+1,222
1347
$1 ﹤0.01%
81
+70
1348
$1 ﹤0.01%
2,620
-92
1349
$1 ﹤0.01%
2,952
+2,559
1350
$1 ﹤0.01%
381
+200
52 53
54
55 56