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%
11
1652
$1K ﹤0.01%
66
1653
$1K ﹤0.01%
+30
1654
$1K ﹤0.01%
71
1655
$1K ﹤0.01%
64
1656
$1K ﹤0.01%
96
1657
$1K ﹤0.01%
100
1658
$1K ﹤0.01%
35
1659
$1K ﹤0.01%
154
1660
$1K ﹤0.01%
125
1661
$1K ﹤0.01%
33
1662
$1K ﹤0.01%
+7
1663
$1K ﹤0.01%
+56
1664
$1K ﹤0.01%
+100
1665
$1K ﹤0.01%
44
1666
$1K ﹤0.01%
197
1667
$1K ﹤0.01%
29
1668
$1K ﹤0.01%
+100
1669
$1K ﹤0.01%
9
+5
1670
$1K ﹤0.01%
12
1671
$1K ﹤0.01%
213
1672
$1K ﹤0.01%
1,000
1673
$1K ﹤0.01%
43
1674
$1K ﹤0.01%
73
1675
$1K ﹤0.01%
15
65 66
67
68 69