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
1326
$1 ﹤0.01%
+3,762
1327
$1 ﹤0.01%
63
+31
1328
$1 ﹤0.01%
+551
1329
$1 ﹤0.01%
170
+4
1330
$1 ﹤0.01%
14
1331
$1 ﹤0.01%
+150
1332
$1 ﹤0.01%
+6,228
1333
$1 ﹤0.01%
381
+200
1334
$1 ﹤0.01%
540
+72
1335
$1 ﹤0.01%
24,739
+4,205
1336
$1 ﹤0.01%
301
-34
1337
$1 ﹤0.01%
8,370
+90
1338
$1 ﹤0.01%
106,640
+33,520
1339
$1 ﹤0.01%
497
-93
1340
$1 ﹤0.01%
431
+2
1341
$1 ﹤0.01%
156
1342
$1 ﹤0.01%
330
1343
$1 ﹤0.01%
+4,492
1344
$1 ﹤0.01%
180
1345
$1 ﹤0.01%
1,395
1346
$1 ﹤0.01%
20,512
+84
1347
$1 ﹤0.01%
6,203
+1,424
1348
$1 ﹤0.01%
+244
1349
$1 ﹤0.01%
6,029
-532
1350
$1 ﹤0.01%
504
+1
52 53
54
55 56