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
$996M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.9M
3
+$11.2M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$10.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$5.87M
2
+$5.76M
3
+$5.09M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.92M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.81M

Sector Composition

1 Technology 9.71%
2 Healthcare 9.28%
3 Consumer Discretionary 5.17%
4 Financials 3.78%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$789K 0.08%
10,169
+5,025
252
$776K 0.08%
5,810
+2,031
253
$756K 0.08%
4,003
+2,186
254
$741K 0.07%
111,317
-5,831
255
$738K 0.07%
15,132
+800
256
$737K 0.07%
22,220
+630
257
$733K 0.07%
16,945
+7,668
258
$732K 0.07%
14,615
-1,544
259
$721K 0.07%
12,064
+956
260
$720K 0.07%
+26,809
261
$719K 0.07%
2,643
-1,817
262
$710K 0.07%
14,403
-1,611
263
$705K 0.07%
11,080
+5,148
264
$699K 0.07%
4,181
+319
265
$697K 0.07%
13,992
+252
266
$687K 0.07%
+46,790
267
$683K 0.07%
8,145
+134
268
$680K 0.07%
4,558
+192
269
$677K 0.07%
12,576
+1,299
270
$673K 0.07%
20,350
+3,859
271
$668K 0.07%
20,553
+795
272
$667K 0.07%
3,175
+1,498
273
$667K 0.07%
8,246
-576
274
$657K 0.07%
5,900
+3,141
275
$653K 0.07%
7,807
+3,428
9 10
11
12 13