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
$206K
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,515
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$3.73M
3
+$2.07M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.76M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.66M

Top Sells

1
+$1.1M
2
+$1M
3
+$699K
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$476K
5
AZO icon
AutoZone
AZO
+$376K

Sector Composition

1 Industrials 9.24%
2 Technology 8.94%
3 Financials 8.04%
4 Healthcare 7.13%
5 Energy 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$335 0.16%
808
+400
152
$334 0.16%
1,950
+200
153
$333 0.16%
15,206
+3,463
154
$333 0.16%
425
155
$332 0.16%
2,350
+500
156
$331 0.16%
85
157
$325 0.16%
356
-55
158
$324 0.16%
+1,806
159
$322 0.16%
1,247
160
$318 0.15%
16
161
$315 0.15%
2,277
+738
162
$315 0.15%
6,600
-334
163
$313 0.15%
25
164
$313 0.15%
4,300
+264
165
$312 0.15%
42,512
+24,752
166
$311 0.15%
580
+101
167
$310 0.15%
+2,169
168
$309 0.15%
2,044
169
$309 0.15%
202
+140
170
$307 0.15%
112
-336
171
$304 0.15%
11,993
+1,027
172
$304 0.15%
+206
173
$303 0.15%
+2,136
174
$302 0.15%
1,660
+1,631
175
$300 0.15%
1,386
5 6
7
8 9