IWM

IHT Wealth Management Portfolio holdings

AUM $3.2B
This Quarter Return
-2.31%
1 Year Return
+8.38%
3 Year Return
+26.61%
5 Year Return
+134.16%
10 Year Return
–
AUM
$3.2B
AUM Growth
+$102M
Cap. Flow
+$193M
Cap. Flow %
6.01%
Top 10 Hldgs %
19.68%
Holding
1,165
New
87
Increased
467
Reduced
488
Closed
80

Top Buys

1
$41.4M
2
$28.5M
3
$24.4M
4
$20.9M
5
$16.6M

Top Sells

1
$25.3M
2
$18.4M
3
$11.9M
4
$9.54M
5
$9.16M

Sector Composition

1Technology10.2%
2Consumer Discretionary4.18%
3Financials4.12%
4Healthcare2.88%
5Industrials2.71%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.39M0.07% 238,456
+91,952
+63%
+$922K
$2.39M0.07% 102,024
-3,111
-3%
-$72.9K
$2.36M0.07% 11,202
+2,161
+24%
+$456K
$2.36M0.07% 78,252
-38,405
-33%
-$1.16M
$2.34M0.07% 42,465
+726
+2%
+$40K
$2.34M0.07% 47,543
+4,879
+11%
+$240K
$2.33M0.07% 93,852
-23,009
-20%
-$572K
$2.31M0.07% 86,934
-1,354
-2%
-$36K
$2.31M0.07% 8,464
+33
+0.4%
+$9K
$2.3M0.07% 9,863
-371
-4%
-$86.5K
$2.29M0.07% 18,803
-458
-2%
-$55.9K
$2.29M0.07% 26,364
-400
-1%
-$34.8K
$2.27M0.07% 96,739
+34,040
+54%
+$800K
$2.25M0.07% 34,493
-1,313
-4%
-$85.8K
$2.25M0.07% 78,057
-1,097
-1%
-$31.7K
$2.25M0.07% 35,709
+3,188
+10%
+$201K
$2.23M0.07% 102,136
+2,772
+3%
+$60.6K
$2.22M0.07% 44,735
-481
-1%
-$23.9K
$2.22M0.07% 14,514
-2,978
-17%
-$455K
$2.21M0.07% 53,449
+2,047
+4%
+$84.7K
$2.21M0.07% 98,600
+3,150
+3%
+$70.5K
$2.2M0.07% 8,087
-2,627
-25%
-$714K
$2.19M0.07% 96,361
+2,738
+3%
+$62.2K
$2.17M0.07% 7,026
+309
+5%
+$95.4K
$2.16M0.07% 8,598
+2,783
+48%
+$701K
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