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
$735M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.37M
3
+$3.35M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.23M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.08M

Top Sells

1
+$9.3M
2
+$4.04M
3
+$1.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.07M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$999K

Sector Composition

1 Healthcare 8.01%
2 Technology 6.84%
3 Financials 4.91%
4 Communication Services 4.3%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$693K 0.09%
34,480
+10,837
252
$693K 0.09%
5,464
-1,456
253
$685K 0.09%
5,557
-232
254
$684K 0.09%
5,780
+1,373
255
$682K 0.09%
8,532
-6,104
256
$677K 0.09%
72,290
+8,740
257
$677K 0.09%
+13,750
258
$676K 0.09%
5,657
-2,030
259
$675K 0.09%
13,234
+7,307
260
$672K 0.09%
11,784
+1,401
261
$668K 0.09%
20,831
-19,835
262
$667K 0.09%
14,881
-3,602
263
$666K 0.09%
3,012
+48
264
$664K 0.09%
5,119
+699
265
$663K 0.09%
12,157
+3,592
266
$662K 0.09%
19,322
-1,850
267
$661K 0.09%
12,571
+7,428
268
$657K 0.09%
6,351
+2,472
269
$656K 0.09%
34,830
+9,708
270
$650K 0.09%
5,709
+2,347
271
$645K 0.09%
2,811
+723
272
$643K 0.09%
16,350
+5,693
273
$641K 0.09%
5,005
+379
274
$641K 0.09%
8,620
+1,253
275
$640K 0.09%
8,684
+3,623
9 10
11
12 13