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
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$1.9M
3
+$1.37M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.25M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.04M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$1.17M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.12M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.09M

Sector Composition

1 Technology 7.33%
2 Financials 5.44%
3 Consumer Discretionary 5.3%
4 Healthcare 4.9%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$337K 0.09%
2,008
-308
252
$337K 0.09%
9,906
253
$329K 0.09%
5,098
-3,233
254
$329K 0.09%
11,894
+177
255
$324K 0.09%
6,121
+965
256
$324K 0.09%
3,864
-298
257
$324K 0.09%
2,740
+2,710
258
$322K 0.09%
14,034
+1,075
259
$321K 0.09%
24,739
260
$319K 0.09%
14,366
+390
261
$318K 0.09%
5,670
+8
262
$310K 0.08%
2,043
+67
263
$309K 0.08%
7,185
+1
264
$308K 0.08%
6,489
-568
265
$307K 0.08%
4,798
+768
266
$307K 0.08%
1,413
-499
267
$305K 0.08%
19,367
+19,220
268
$302K 0.08%
5,552
+302
269
$300K 0.08%
3,857
+83
270
$299K 0.08%
4,981
+30
271
$299K 0.08%
2,967
+2,011
272
$298K 0.08%
28,480
273
$293K 0.08%
2,861
+2,218
274
$293K 0.08%
1
275
$291K 0.08%
27,530
+209
9 10
11
12 13