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
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$1.9M
3
+$1.37M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.25M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.04M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$1.17M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.12M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.09M

Sector Composition

1 Technology 7.33%
2 Financials 5.44%
3 Consumer Discretionary 5.3%
4 Healthcare 4.9%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$389K 0.1%
7,818
-4,410
227
$387K 0.1%
6,344
-1,178
228
$380K 0.1%
8,566
-1,164
229
$380K 0.1%
7,066
+510
230
$375K 0.1%
12,134
+11,278
231
$373K 0.1%
14,131
-1,989
232
$371K 0.1%
3,755
-34
233
$370K 0.1%
6,578
-27
234
$366K 0.1%
6,697
+47
235
$366K 0.1%
12,128
236
$365K 0.1%
10,924
+89
237
$365K 0.1%
2,837
-491
238
$362K 0.1%
8,044
-1,549
239
$361K 0.1%
9,842
-205
240
$357K 0.1%
8,711
+1,190
241
$354K 0.1%
15,570
+1,070
242
$353K 0.09%
11,667
243
$350K 0.09%
6,079
-266
244
$349K 0.09%
7,193
-1,105
245
$349K 0.09%
12,411
-38,192
246
$348K 0.09%
8,568
-76
247
$343K 0.09%
2,510
+41
248
$342K 0.09%
5,988
-113
249
$338K 0.09%
13,283
250
$338K 0.09%
3,163
-167
8 9
10
11 12