IWM
IHT Wealth Management Portfolio holdings
AUM
$3.64B
1-Year Return
15.77%
This Quarter Return
-17.43%
1 Year Return
+15.77%
3 Year Return
+63.37%
5 Year Return
+110.54%
10 Year Return
–
AUM
$695M
AUM Growth
-$150M
(-18%)
Cap. Flow
+$9.37M
Cap. Flow
% of AUM
1.35%
Top 10 Holdings %
Top 10 Hldgs %
23.31%
Holding
673
New
52
Increased
256
Reduced
224
Closed
119
Top Buys
| 1 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$9.74M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$8.98M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$8.6M |
| 4 |
AbbVie
ABBV
|
$4.35M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$3.68M |
Top Sells
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
$7.86M |
| 2 |
iShares Core S&P US Value ETF
IUSV
|
$6.95M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$6.86M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.48M |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
$1.7M |
Sector Composition
| 1 | Healthcare | 10.25% |
| 2 | Technology | 8.2% |
| 3 | Communication Services | 4.19% |
| 4 | Consumer Discretionary | 4.15% |
| 5 | Financials | 4% |
