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
$845M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$5.73M
3
+$3.2M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.83M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.76M

Top Sells

1
+$962K
2
+$882K
3
+$799K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$721K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$672K

Sector Composition

1 Healthcare 8.42%
2 Technology 7.1%
3 Financials 4.68%
4 Communication Services 4.11%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$881K 0.1%
37,044
+600
227
$877K 0.1%
9,617
+615
228
$875K 0.1%
7,506
-743
229
$874K 0.1%
34,460
+10
230
$869K 0.1%
13,638
-235
231
$864K 0.1%
10,812
-3,606
232
$863K 0.1%
35,184
+2,817
233
$863K 0.1%
9,188
+1,117
234
$862K 0.1%
5,053
-316
235
$858K 0.1%
95,823
+4,400
236
$857K 0.1%
24,438
-72
237
$857K 0.1%
15,566
+3,409
238
$856K 0.1%
132,170
+6,002
239
$849K 0.1%
7,089
+454
240
$843K 0.1%
10,558
-52
241
$833K 0.1%
14,121
-3,565
242
$827K 0.1%
18,636
+609
243
$820K 0.1%
77,981
+23
244
$815K 0.1%
17,660
-32
245
$812K 0.1%
5,499
+494
246
$809K 0.1%
6,317
-66
247
$803K 0.1%
+62,682
248
$798K 0.09%
6,342
+878
249
$798K 0.09%
9,078
+113
250
$789K 0.09%
+4,056
8 9
10
11 12