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
1526
$2K ﹤0.01%
50
1527
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+65
1528
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1
1529
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+37
1530
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23
1531
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+150
1532
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105
+21
1533
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100
1534
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56
1535
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32
1536
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+1,118
1537
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+2,000
1538
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+200
1539
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33
1540
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61
1541
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35
1542
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38
1543
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114
+12
1544
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1545
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45
1546
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+100
1547
$2K ﹤0.01%
90
1548
$1K ﹤0.01%
47
1549
$1K ﹤0.01%
206
1550
$1K ﹤0.01%
+54
60 61
62
63 64