IWM

IHT Wealth Management Portfolio holdings

AUM $3.95B
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
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
+$9.12M
2
+$4.87M
3
+$3.02M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.83M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.02M

Top Sells

1
+$353K
2
+$282K
3
+$234K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$187K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

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
226
$416K 0.11%
8,843
+6,333
227
$416K 0.11%
3,989
+428
228
$412K 0.11%
26,019
+21,429
229
$412K 0.11%
6,688
+2,052
230
$409K 0.11%
5,005
+1,935
231
$407K 0.11%
16,949
232
$405K 0.11%
3,173
+3,026
233
$404K 0.11%
8,530
+6,464
234
$402K 0.11%
760
+265
235
$399K 0.11%
29,520
+23,840
236
$398K 0.11%
6,605
+2
237
$395K 0.1%
14,500
+2,130
238
$395K 0.1%
3,789
+2,749
239
$394K 0.1%
+7,284
240
$389K 0.1%
16,215
241
$389K 0.1%
4,951
+595
242
$388K 0.1%
10,835
+4,715
243
$388K 0.1%
8,298
+1,157
244
$388K 0.1%
4,162
+13
245
$382K 0.1%
12,128
246
$376K 0.1%
6,303
+1,774
247
$373K 0.1%
9,316
+7,917
248
$370K 0.1%
6,650
+3,888
249
$368K 0.1%
3,083
+625
250
$366K 0.1%
2,469
+258
8 9
10
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