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
1701
– –
-68
1702
– –
-54
1703
$0 ﹤0.01%
+50
1704
– –
-18,234
1705
– –
0
1706
– –
-20
1707
$0 ﹤0.01%
+2
1708
$0 ﹤0.01%
+50
1709
$0 ﹤0.01%
5
1710
– –
-71
1711
$0 ﹤0.01%
6
1712
– –
-79
1713
$0 ﹤0.01%
+5
1714
– –
-937
1715
– –
-13
1716
$0 ﹤0.01%
+20
1717
– –
-3
1718
– –
-15
1719
– –
-1
1720
– –
-2
1721
– –
-481
1722
– –
-40
1723
– –
-163
1724
– –
-26
1725
$0 ﹤0.01%
+8
67 68
69
70 71