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
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.87M
3
+$3.02M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.83M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.02M

Top Sells

1
+$353K
2
+$282K
3
+$234K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$187K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$318K 0.08%
1,976
+101
277
$315K 0.08%
3,774
+1,408
278
$313K 0.08%
12,959
+835
279
$311K 0.08%
12,052
+3,763
280
$304K 0.08%
1
281
$303K 0.08%
27,321
+23,668
282
$303K 0.08%
+28,480
283
$298K 0.08%
1,746
-2,071
284
$295K 0.08%
11,900
+4,000
285
$294K 0.08%
4,110
+101
286
$294K 0.08%
4,845
+495
287
$294K 0.08%
4,781
+71
288
$288K 0.08%
1,762
+1,532
289
$288K 0.08%
5,156
+1,786
290
$286K 0.08%
3,512
+2,360
291
$286K 0.08%
9,143
+883
292
$285K 0.08%
1,482
+620
293
$282K 0.07%
2,021
+373
294
$279K 0.07%
3,432
+493
295
$278K 0.07%
5,262
+368
296
$275K 0.07%
5,331
+788
297
$275K 0.07%
1,350
+1,301
298
$274K 0.07%
9,561
-981
299
$274K 0.07%
3,208
-264
300
$274K 0.07%
1,795
-58
10 11
12
13 14