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 9.32%
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
1476
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-358
1477
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-225
1478
$0 ﹤0.01%
8,295
+675
1479
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-824
1480
$0 ﹤0.01%
2,659
-89
1481
$0 ﹤0.01%
18
1482
– –
-67
1483
$0 ﹤0.01%
1,656
+259
1484
$0 ﹤0.01%
687
+365
1485
– –
-75
1486
$0 ﹤0.01%
15,093
+3,203
1487
– –
-285
1488
$0 ﹤0.01%
22
-1
1489
– –
-591
1490
– –
-100
1491
$0 ﹤0.01%
3,232
1492
– –
-37
1493
– –
-424
1494
$0 ﹤0.01%
21
1495
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-30
1496
– –
-400
1497
$0 ﹤0.01%
550
+60
1498
$0 ﹤0.01%
3,568
-510
1499
$0 ﹤0.01%
1,421
+70
1500
– –
-894
57 58 59
60
61