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
$735M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.37M
3
+$3.35M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.23M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.08M

Top Sells

1
+$9.3M
2
+$4.04M
3
+$1.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.07M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$999K

Sector Composition

1 Healthcare 8.01%
2 Technology 6.84%
3 Financials 4.91%
4 Communication Services 4.3%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$639K 0.09%
3,230
+702
277
$628K 0.09%
10,490
+1,949
278
$628K 0.09%
12,347
-669
279
$621K 0.08%
15,157
+615
280
$618K 0.08%
31,018
+18,789
281
$613K 0.08%
12,250
-5,039
282
$610K 0.08%
9,117
+1,483
283
$608K 0.08%
77,072
+4,329
284
$606K 0.08%
15,544
+56
285
$604K 0.08%
21,752
+6,580
286
$599K 0.08%
22,983
-1,578
287
$597K 0.08%
+16,795
288
$596K 0.08%
9,130
-380
289
$585K 0.08%
6,807
+1,825
290
$584K 0.08%
10,903
-10,734
291
$582K 0.08%
7,671
-4,382
292
$576K 0.08%
11,895
+6,275
293
$571K 0.08%
6,402
+58
294
$569K 0.08%
15,751
+244
295
$568K 0.08%
5,165
-263
296
$561K 0.08%
57,028
+16,114
297
$558K 0.08%
24,140
+3,220
298
$551K 0.07%
15,666
+5,514
299
$551K 0.07%
5,792
+854
300
$548K 0.07%
3,965
-487
10 11
12
13 14