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
1401
$4K ﹤0.01%
+2,000
1402
$4K ﹤0.01%
+279
1403
$4K ﹤0.01%
+89
1404
$4K ﹤0.01%
675
1405
$4K ﹤0.01%
+100
1406
$4K ﹤0.01%
+81
1407
$4K ﹤0.01%
76
1408
$3K ﹤0.01%
117
+100
1409
$3K ﹤0.01%
+73
1410
$3K ﹤0.01%
22
1411
$3K ﹤0.01%
+287
1412
$3K ﹤0.01%
118
1413
$3K ﹤0.01%
325
-684
1414
$3K ﹤0.01%
118
1415
$3K ﹤0.01%
162
+137
1416
$3K ﹤0.01%
378
-1,945
1417
$3K ﹤0.01%
252
+210
1418
$3K ﹤0.01%
150
1419
$3K ﹤0.01%
105
-195
1420
$3K ﹤0.01%
33
+9
1421
$3K ﹤0.01%
118
1422
$3K ﹤0.01%
+186
1423
$3K ﹤0.01%
33
1424
$3K ﹤0.01%
77
1425
$3K ﹤0.01%
49
55 56
57
58 59