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
$996M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.9M
3
+$11.2M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$10.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$5.87M
2
+$5.76M
3
+$5.09M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.92M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.81M

Sector Composition

1 Technology 9.71%
2 Healthcare 9.28%
3 Consumer Discretionary 5.17%
4 Financials 3.78%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$930K 0.09%
16,846
-5,461
227
$929K 0.09%
27,073
+3,080
228
$928K 0.09%
35,829
+4,068
229
$927K 0.09%
39,686
+28,929
230
$926K 0.09%
17,163
-125
231
$921K 0.09%
25,041
+3,090
232
$911K 0.09%
20,375
-207
233
$906K 0.09%
6,252
+262
234
$905K 0.09%
13,296
+1,389
235
$891K 0.09%
5,661
-1,056
236
$887K 0.09%
31,130
+6,333
237
$882K 0.09%
16,087
+4,653
238
$882K 0.09%
+57,292
239
$870K 0.09%
17,128
-977
240
$870K 0.09%
16,037
+5,048
241
$862K 0.09%
13,303
+1
242
$856K 0.09%
11,535
+1,909
243
$855K 0.09%
19,670
+5,261
244
$845K 0.08%
10,177
+5,637
245
$841K 0.08%
6,696
-4,610
246
$826K 0.08%
+42,826
247
$816K 0.08%
3,375
+214
248
$809K 0.08%
15,662
-7,553
249
$803K 0.08%
9,065
+637
250
$790K 0.08%
9,478
-868
8 9
10
11 12