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
$845M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$5.73M
3
+$3.2M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.83M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.76M

Top Sells

1
+$962K
2
+$882K
3
+$799K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$721K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$672K

Sector Composition

1 Healthcare 8.42%
2 Technology 7.1%
3 Financials 4.68%
4 Communication Services 4.11%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$786K 0.09%
12,082
+298
252
$786K 0.09%
19,474
+3,723
253
$784K 0.09%
13,571
-750
254
$776K 0.09%
47,383
+10
255
$773K 0.09%
7,147
+796
256
$772K 0.09%
24,733
-606
257
$768K 0.09%
6,250
-115
258
$764K 0.09%
12,846
+8,595
259
$761K 0.09%
16,961
+1,804
260
$758K 0.09%
11,008
-166
261
$751K 0.09%
31,146
-129
262
$731K 0.09%
16,598
-7,599
263
$727K 0.09%
12,208
-1,408
264
$725K 0.09%
74,890
+2,600
265
$722K 0.09%
13,001
-12,102
266
$714K 0.08%
22,395
-588
267
$714K 0.08%
35,613
+783
268
$713K 0.08%
22,750
269
$709K 0.08%
13,178
+831
270
$705K 0.08%
8,617
-735
271
$696K 0.08%
3,027
+15
272
$692K 0.08%
15,538
-6
273
$688K 0.08%
11,428
+2,564
274
$685K 0.08%
16,676
-1,216
275
$669K 0.08%
8,844
+160
9 10
11
12 13