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
1626
$1K ﹤0.01%
56
1627
$1K ﹤0.01%
+130
1628
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+4
1629
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+21
1630
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29
1631
$1K ﹤0.01%
+24
1632
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206
1633
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24
1634
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11
-70
1635
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44
1636
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23
1637
$1K ﹤0.01%
+9
1638
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+16
1639
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47
1640
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40
1641
$1K ﹤0.01%
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1642
$1K ﹤0.01%
+12
1643
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37
1644
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12
1645
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33
1646
$1K ﹤0.01%
+63
1647
$1K ﹤0.01%
77
1648
$1K ﹤0.01%
+5
1649
$1K ﹤0.01%
8
1650
$1K ﹤0.01%
+10
64 65
66
67 68