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
1401
$1 ﹤0.01%
61
1402
$1 ﹤0.01%
1,080
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%
6,055
+2,442
1409
– –
-122
1410
– –
-50
1411
– –
-39
1412
– –
-91
1413
$0 ﹤0.01%
14,404
+3,716
1414
$0 ﹤0.01%
2,354
+89
1415
– –
-230
1416
$0 ﹤0.01%
2,624
+43
1417
$0 ﹤0.01%
342
1418
$0 ﹤0.01%
10,291
+1,168
1419
$0 ﹤0.01%
180
1420
– –
-200
1421
$0 ﹤0.01%
+100
1422
– –
-126
1423
$0 ﹤0.01%
+500
1424
$0 ﹤0.01%
+150
1425
$0 ﹤0.01%
28
55 56
57
58 59