IWM

IHT Wealth Management Portfolio holdings

AUM $3.2B
This Quarter Return
-2.31%
1 Year Return
+8.38%
3 Year Return
+26.61%
5 Year Return
+134.16%
10 Year Return
–
AUM
$3.2B
AUM Growth
+$102M
Cap. Flow
+$193M
Cap. Flow %
6.01%
Top 10 Hldgs %
19.68%
Holding
1,165
New
87
Increased
467
Reduced
488
Closed
80

Top Buys

1
$41.4M
2
$28.5M
3
$24.4M
4
$20.9M
5
$16.6M

Top Sells

1
$25.3M
2
$18.4M
3
$11.9M
4
$9.54M
5
$9.16M

Sector Composition

1Technology10.2%
2Consumer Discretionary4.18%
3Financials4.12%
4Healthcare2.88%
5Industrials2.71%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.15M0.07% 21,678
-318
-1%
-$31.6K
$2.15M0.07% 71,416
-24,852
-26%
-$749K
$2.15M0.07% 8,361
+911
+12%
+$234K
$2.15M0.07% 17,601
-1,655
-9%
-$202K
$2.14M0.07% 37,201
+5,293
+17%
+$305K
$2.13M0.07% 30,233
+713
+2%
+$50.2K
$2.11M0.07% 61,945
+1,452
+2%
+$49.6K
$2.1M0.07% 58,911
+1,884
+3%
+$67.2K
$2.1M0.07% 43,180
+3,922
+10%
+$190K
$2.05M0.06% 18,467
-11
-0.1%
-$1.22K
$2.05M0.06% 103,697
-19,684
-16%
-$389K
$2.05M0.06% 15,626
+848
+6%
+$111K
$2.05M0.06% 8,851
+115
+1%
+$26.6K
$2.03M0.06% 18,628
-1,266
-6%
-$138K
$2.03M0.06% 26,047
+879
+3%
+$68.5K
$2M0.06% 2,118
-15
-0.7%
-$14.2K
$1.99M0.06% 23,147
-3,506
-13%
-$301K
$1.99M0.06% 23,960
-699
-3%
-$58K
$1.98M0.06% 5,679
+27
+0.5%
+$9.43K
$1.98M0.06% 9,821
+188
+2%
+$37.9K
$1.96M0.06% 6,419
-112
-2%
-$34.2K
$1.94M0.06% 26,268
-14,238
-35%
-$1.05M
$1.93M0.06% 84,101
+29,671
+55%
+$680K
$1.92M0.06% 36,629
-397
-1%
-$20.9K
$1.92M0.06% 70,948
+56,640
+396%
+$1.53M
1 101112131447