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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$5.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.84M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.14M

Top Sells

1
+$26.3M
2
+$17.1M
3
+$4.56M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.84%
4 Communication Services 4%
5 Financials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$608K 0.08%
5,640
-7,207
252
$607K 0.08%
+11,277
253
$605K 0.08%
11,434
-1,587
254
$600K 0.08%
15,626
-1,893
255
$600K 0.08%
18,622
256
$599K 0.08%
5,483
-4,530
257
$591K 0.08%
3,604
+1,585
258
$589K 0.08%
5,302
-2,866
259
$589K 0.08%
14,740
-2,959
260
$587K 0.08%
1,909
+452
261
$584K 0.08%
13,740
-384
262
$579K 0.08%
6,914
+639
263
$572K 0.08%
12,171
-2,619
264
$570K 0.08%
10,989
-5,662
265
$565K 0.08%
4,346
-255
266
$563K 0.08%
14,740
-1,151
267
$561K 0.08%
35,432
-32,092
268
$554K 0.08%
+10,379
269
$553K 0.08%
3,421
-133
270
$552K 0.08%
4,366
-728
271
$547K 0.07%
+5,396
272
$543K 0.07%
8,997
-7,437
273
$542K 0.07%
9,024
-196
274
$539K 0.07%
7,700
-1,938
275
$533K 0.07%
15,473
+850
9 10
11
12 13