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
126
$406 0.2%
812
127
$405 0.2%
12,488
+2,319
128
$404 0.2%
5,489
+1,076
129
$403 0.2%
139
-100
130
$403 0.2%
854
131
$402 0.19%
1,369
+445
132
$399 0.19%
10
133
$390 0.19%
1,014
-150
134
$386 0.19%
10
135
$385 0.19%
+550
136
$382 0.19%
1,049
137
$379 0.18%
2,400
-858
138
$379 0.18%
4,809
-575
139
$376 0.18%
2,770
+1,523
140
$376 0.18%
72,358
+862
141
$375 0.18%
359
142
$374 0.18%
223
-44
143
$373 0.18%
8,642
+1,210
144
$368 0.18%
1,742
+206
145
$362 0.18%
300
146
$356 0.17%
19,688
+4,066
147
$349 0.17%
7,545
+4,092
148
$347 0.17%
121
-495
149
$339 0.16%
550
-203
150
$338 0.16%
58
4 5
6
7 8