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
1451
$3K ﹤0.01%
28
1452
$3K ﹤0.01%
113
1453
$3K ﹤0.01%
147
+142
1454
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+45
1455
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+120
1456
$3K ﹤0.01%
+107
1457
$3K ﹤0.01%
109
1458
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253
1459
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14
1460
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32
1461
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63
1462
$3K ﹤0.01%
10
1463
$2K ﹤0.01%
52
1464
$2K ﹤0.01%
+30
1465
$2K ﹤0.01%
24
1466
$2K ﹤0.01%
41
+8
1467
$2K ﹤0.01%
33
1468
$2K ﹤0.01%
11
+6
1469
$2K ﹤0.01%
+55
1470
$2K ﹤0.01%
+100
1471
$2K ﹤0.01%
35
1472
$2K ﹤0.01%
+20
1473
$2K ﹤0.01%
74
1474
$2K ﹤0.01%
1,373
1475
$2K ﹤0.01%
27
-72
57 58
59
60 61