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
1801
$0 ﹤0.01%
27
1802
– –
-27
1803
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-39
1804
– –
-500
1805
$0 ﹤0.01%
40
1806
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-125
1807
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-25
1808
$0 ﹤0.01%
16
1809
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21
1810
– –
-681
1811
$0 ﹤0.01%
3
1812
– –
-1,500
1813
$0 ﹤0.01%
444
1814
– –
-5
1815
– –
-50
1816
$0 ﹤0.01%
18
1817
$0 ﹤0.01%
+4
1818
– –
-97
1819
– –
-1,102
1820
– –
-780
1821
– –
-390
1822
– –
-19
1823
– –
-300
1824
– –
-8
1825
– –
-12,820
70 71 72
73
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