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
1401
$1 ﹤0.01%
1,877
+1
1402
$1 ﹤0.01%
1,000
1403
– –
-13,006
1404
$0 ﹤0.01%
3
1405
– –
-169
1406
$0 ﹤0.01%
11
1407
$0 ﹤0.01%
490
+1
1408
$0 ﹤0.01%
+100
1409
– –
-126
1410
$0 ﹤0.01%
+500
1411
$0 ﹤0.01%
6,055
+2,442
1412
– –
-122
1413
– –
-50
1414
$0 ﹤0.01%
+150
1415
$0 ﹤0.01%
28
1416
– –
-156
1417
$0 ﹤0.01%
459
1418
– –
-19
1419
$0 ﹤0.01%
6,845
-688
1420
– –
-118
1421
– –
-1,125
1422
– –
-200
1423
– –
-70
1424
– –
-300
1425
– –
-504
55 56
57
58 59