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
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$1.9M
3
+$1.37M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.25M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.04M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$1.17M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.12M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.09M

Sector Composition

1 Technology 7.33%
2 Financials 5.44%
3 Consumer Discretionary 5.3%
4 Healthcare 4.9%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$291K 0.08%
11,900
277
$290K 0.08%
5,498
+236
278
$289K 0.08%
18,089
279
$288K 0.08%
4,842
+420
280
$288K 0.08%
4,934
+153
281
$287K 0.08%
2,635
+112
282
$287K 0.08%
5,934
-4,129
283
$287K 0.08%
5,739
+2,050
284
$286K 0.08%
11,335
-717
285
$283K 0.08%
1,793
-230
286
$281K 0.08%
5,202
+3,273
287
$280K 0.08%
3,712
+200
288
$280K 0.08%
2,619
-464
289
$278K 0.07%
18,645
-624
290
$277K 0.07%
3,477
+45
291
$277K 0.07%
19,570
-479
292
$277K 0.07%
4,059
-51
293
$276K 0.07%
1,117
+344
294
$276K 0.07%
5,321
+219
295
$275K 0.07%
6,859
+47
296
$273K 0.07%
22,091
+2,476
297
$269K 0.07%
6,317
-2,213
298
$269K 0.07%
4,715
-130
299
$268K 0.07%
4,674
-2,610
300
$264K 0.07%
9,447
-114
10 11
12
13 14