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
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.67M
3
+$3.56M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.48M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.01M

Top Sells

1
+$20.7M
2
+$5.53M
3
+$3.54M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.52M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.08%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.08M 0.1%
2,954
+151
227
$1.08M 0.1%
3,506
+1,323
228
$1.06M 0.09%
36,589
+605
229
$1.06M 0.09%
7,520
+341
230
$1.04M 0.09%
17,955
-136
231
$1.04M 0.09%
7,365
+155
232
$1.04M 0.09%
37,636
+17,534
233
$1.03M 0.09%
12,899
-408
234
$1.03M 0.09%
18,388
+4,079
235
$1.03M 0.09%
17,480
+145
236
$1.02M 0.09%
14,265
+226
237
$1.01M 0.09%
14,521
+253
238
$1M 0.09%
30,568
+13,291
239
$1M 0.09%
3,338
+90
240
$988K 0.09%
12,729
+1,326
241
$983K 0.09%
4,520
+2
242
$983K 0.09%
53,133
+6,055
243
$971K 0.09%
9,656
-375
244
$965K 0.09%
12,687
-542
245
$962K 0.08%
12,591
+469
246
$961K 0.08%
64,940
+2,080
247
$956K 0.08%
6,424
+334
248
$956K 0.08%
10,169
-420
249
$955K 0.08%
5,446
-170
250
$942K 0.08%
31,850
+16,267
8 9
10
11 12