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
1651
$1K ﹤0.01%
35
1652
$1K ﹤0.01%
154
1653
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125
1654
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33
1655
$1K ﹤0.01%
+7
1656
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+56
1657
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+100
1658
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44
1659
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197
1660
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40
1661
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58
1662
$1K ﹤0.01%
8
+1
1663
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+6
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+100
1665
$1K ﹤0.01%
21
1666
$1K ﹤0.01%
29
1667
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+100
1668
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9
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1669
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1670
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213
1671
$1K ﹤0.01%
1,000
1672
$1K ﹤0.01%
43
1673
$1K ﹤0.01%
73
1674
$1K ﹤0.01%
15
1675
$1K ﹤0.01%
89
65 66
67
68 69