IWM

IHT Wealth Management Portfolio holdings

AUM $4.25B
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.95B
AUM Growth
+$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,235
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$13.3M
3
+$11.2M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.19M
5
PLTZ
Defiance Daily Target 2x Short PLTR ETF
PLTZ
+$9.05M

Top Sells

1
+$11M
2
+$8.58M
3
+$8.3M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$8.18M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$7.78M

Sector Composition

1 Technology 11.37%
2 Consumer Discretionary 4.66%
3 Financials 3.71%
4 Industrials 2.92%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$116M 2.93%
454,592
-5,855
2
$102M 2.58%
2,031,588
-144,941
3
$99.1M 2.51%
531,239
-18,741
4
$86.8M 2.2%
195,237
+364
5
$84.1M 2.13%
140,131
-1,255
6
$77M 1.95%
1,391,783
+52,706
7
$68.3M 1.73%
101,984
+1,083
8
$63.6M 1.61%
122,853
-1,482
9
$59.4M 1.5%
758,546
+121,897
10
$58.5M 1.48%
559,378
+7,238
11
$55.5M 1.4%
83,319
-324
12
$51.3M 1.3%
1,534,032
+5,642
13
$45.4M 1.15%
206,819
-2,666
14
$44.9M 1.14%
502,044
+30,006
15
$41.4M 1.05%
212,817
-39,151
16
$39.9M 1.01%
161,419
+11,467
17
$39.7M 1%
163,943
-713
18
$32.2M 0.81%
228,160
+1,516
19
$32.1M 0.81%
533,199
-7,421
20
$30.7M 0.78%
452,590
+22,054
21
$29.4M 0.74%
40,123
-765
22
$29M 0.73%
489,131
+466,890
23
$28.9M 0.73%
384,842
+99,771
24
$26.8M 0.68%
466,100
-2,148
25
$25M 0.63%
517,777
-6,051
1
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