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
1426
$3K ﹤0.01%
+47
1427
$3K ﹤0.01%
620
+387
1428
$3K ﹤0.01%
100
1429
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85
1430
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147
1431
$3K ﹤0.01%
50
1432
$3K ﹤0.01%
56
1433
$3K ﹤0.01%
66
+14
1434
$3K ﹤0.01%
462
1435
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130
1436
$3K ﹤0.01%
59
+1
1437
$3K ﹤0.01%
26
1438
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66
+15
1439
$3K ﹤0.01%
292
+2
1440
$3K ﹤0.01%
+122
1441
$3K ﹤0.01%
2
1442
$3K ﹤0.01%
155
+51
1443
$3K ﹤0.01%
66
1444
$3K ﹤0.01%
26
1445
$3K ﹤0.01%
53
+1
1446
$3K ﹤0.01%
63
1447
$3K ﹤0.01%
+500
1448
$3K ﹤0.01%
+167
1449
$3K ﹤0.01%
82
1450
$3K ﹤0.01%
+60
56 57
58
59 60