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
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.67M
3
+$3.56M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.48M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.01M

Top Sells

1
+$20.7M
2
+$5.53M
3
+$3.54M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.52M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.08%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$929K 0.08%
55,324
+1,361
252
$917K 0.08%
+26,740
253
$909K 0.08%
25,543
+64
254
$909K 0.08%
4,058
-50
255
$909K 0.08%
259,779
+1,055
256
$908K 0.08%
4,373
-232
257
$907K 0.08%
24,247
-2,762
258
$904K 0.08%
19,486
-595
259
$895K 0.08%
9,061
+517
260
$895K 0.08%
9,307
+278
261
$889K 0.08%
17,589
-946
262
$876K 0.08%
32,095
-2,655
263
$875K 0.08%
12,411
+8,667
264
$873K 0.08%
51,875
+8,850
265
$862K 0.08%
19,518
-273
266
$858K 0.08%
44,504
-2,262
267
$857K 0.08%
4,796
-56
268
$851K 0.08%
43,914
-2,229
269
$847K 0.07%
11,073
-52
270
$847K 0.07%
27,396
-746
271
$841K 0.07%
3,696
-87
272
$830K 0.07%
3,659
+41
273
$829K 0.07%
29,702
-733
274
$825K 0.07%
8,930
-190
275
$823K 0.07%
13,494
+3,365
9 10
11
12 13