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
1501
$2K ﹤0.01%
28
1502
$2K ﹤0.01%
100
1503
$2K ﹤0.01%
95
1504
$2K ﹤0.01%
+18
1505
$2K ﹤0.01%
82
1506
$2K ﹤0.01%
+135
1507
$2K ﹤0.01%
31
1508
$2K ﹤0.01%
26
1509
$2K ﹤0.01%
29
1510
$2K ﹤0.01%
96
1511
$2K ﹤0.01%
+39
1512
$2K ﹤0.01%
+59
1513
$2K ﹤0.01%
220
1514
$2K ﹤0.01%
+183
1515
$2K ﹤0.01%
+75
1516
$2K ﹤0.01%
22
1517
$2K ﹤0.01%
+750
1518
$2K ﹤0.01%
+5
1519
$2K ﹤0.01%
19
1520
$2K ﹤0.01%
19
+8
1521
$2K ﹤0.01%
73
1522
$2K ﹤0.01%
+20
1523
$2K ﹤0.01%
2
1524
$2K ﹤0.01%
61
+27
1525
$2K ﹤0.01%
36
59 60
61
62 63