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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$5.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.84M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.14M

Top Sells

1
+$26.3M
2
+$17.1M
3
+$4.56M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.84%
4 Communication Services 4%
5 Financials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$708K 0.1%
43,597
+14,544
227
$698K 0.1%
21,590
+330
228
$688K 0.09%
21,195
-834
229
$675K 0.09%
8,822
-1,717
230
$673K 0.09%
8,428
-714
231
$669K 0.09%
8,700
-4,866
232
$658K 0.09%
+7,898
233
$656K 0.09%
7,158
-3,434
234
$656K 0.09%
15,474
+337
235
$654K 0.09%
8,011
-3,548
236
$651K 0.09%
4,370
+787
237
$651K 0.09%
24,797
-4,478
238
$635K 0.09%
19,758
-271
239
$633K 0.09%
+31,877
240
$632K 0.09%
13,050
+130
241
$630K 0.09%
9,626
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242
$628K 0.09%
3,862
+188
243
$627K 0.09%
13,794
-537
244
$625K 0.09%
11,365
-3,107
245
$625K 0.09%
14,332
-3,748
246
$622K 0.09%
11,108
-2,368
247
$620K 0.08%
+3,121
248
$619K 0.08%
14,409
+5,757
249
$613K 0.08%
20,870
-182
250
$610K 0.08%
8,475
-7,695
8 9
10
11 12