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
$735M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.37M
3
+$3.35M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.23M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.08M

Top Sells

1
+$9.3M
2
+$4.04M
3
+$1.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.07M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$999K

Sector Composition

1 Healthcare 8.01%
2 Technology 6.84%
3 Financials 4.91%
4 Communication Services 4.3%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$783K 0.11%
10,610
227
$781K 0.11%
8,965
+3,708
228
$776K 0.11%
91,423
+10,900
229
$769K 0.1%
11,153
+520
230
$769K 0.1%
47,373
+7
231
$769K 0.1%
6,421
+2,591
232
$762K 0.1%
13,616
+580
233
$762K 0.1%
18,937
+9,157
234
$761K 0.1%
9,296
+2
235
$760K 0.1%
18,027
+231
236
$757K 0.1%
8,064
+641
237
$756K 0.1%
32,367
-5,849
238
$756K 0.1%
24,510
+960
239
$753K 0.1%
13,547
-1,815
240
$751K 0.1%
14,694
+3,206
241
$743K 0.1%
17,692
+3,036
242
$733K 0.1%
+17,892
243
$730K 0.1%
6,635
+1,087
244
$722K 0.1%
31,275
+7,794
245
$719K 0.1%
11,174
-162
246
$716K 0.1%
22,750
247
$713K 0.1%
14,785
-6,336
248
$701K 0.1%
25,339
-238
249
$700K 0.1%
21,965
-171
250
$700K 0.1%
8,071
+3,271
8 9
10
11 12