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
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.87M
3
+$3.02M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.83M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.02M

Top Sells

1
+$353K
2
+$282K
3
+$234K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$187K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$366K 0.1%
18,089
252
$363K 0.1%
19,269
-120
253
$359K 0.1%
7,184
-93
254
$358K 0.09%
7,471
+3,832
255
$357K 0.09%
11,717
-7,695
256
$356K 0.09%
13,283
+3,143
257
$355K 0.09%
9,906
258
$347K 0.09%
7,057
+2,673
259
$347K 0.09%
20,049
-402
260
$346K 0.09%
11,667
261
$345K 0.09%
2,023
+1,993
262
$342K 0.09%
24,739
263
$339K 0.09%
7,747
-297
264
$337K 0.09%
1,991
+1,812
265
$336K 0.09%
5,250
+858
266
$334K 0.09%
5,360
+5,243
267
$331K 0.09%
8,644
+60
268
$330K 0.09%
4,422
+4,322
269
$329K 0.09%
+15,108
270
$328K 0.09%
7,521
+7,113
271
$327K 0.09%
13,976
+375
272
$327K 0.09%
+12,107
273
$325K 0.09%
6,812
+2,312
274
$321K 0.09%
5,662
+1,906
275
$321K 0.09%
9,840
+8,159
9 10
11
12 13