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
1426
$0 ﹤0.01%
56
1427
– –
0
1428
– –
-46
1429
$0 ﹤0.01%
136
1430
– –
-75
1431
$0 ﹤0.01%
2,007
-1,488
1432
– –
-105
1433
– –
-50
1434
$0 ﹤0.01%
8,295
+675
1435
– –
-824
1436
$0 ﹤0.01%
2,659
-89
1437
$0 ﹤0.01%
18
1438
– –
-67
1439
$0 ﹤0.01%
1,656
+259
1440
$0 ﹤0.01%
687
+365
1441
– –
-75
1442
$0 ﹤0.01%
15,093
+3,203
1443
– –
-39
1444
– –
-91
1445
$0 ﹤0.01%
14,404
+3,716
1446
$0 ﹤0.01%
2,354
+89
1447
– –
-230
1448
$0 ﹤0.01%
2,624
+43
1449
$0 ﹤0.01%
342
1450
$0 ﹤0.01%
10,291
+1,168
56 57
58
59 60