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
$845M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$5.73M
3
+$3.2M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.83M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.76M

Top Sells

1
+$962K
2
+$882K
3
+$799K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$721K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$672K

Sector Composition

1 Healthcare 8.42%
2 Technology 7.1%
3 Financials 4.68%
4 Communication Services 4.11%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$663K 0.08%
22,660
-1,480
277
$660K 0.08%
9,245
+625
278
$656K 0.08%
9,448
+318
279
$654K 0.08%
51,011
+34,086
280
$654K 0.08%
20,109
+12,632
281
$639K 0.08%
90,675
+33,647
282
$635K 0.08%
12,957
-793
283
$634K 0.08%
2,757
+429
284
$633K 0.08%
16,380
+30
285
$632K 0.07%
6,689
+1,186
286
$625K 0.07%
6,628
-179
287
$621K 0.07%
4,212
+247
288
$621K 0.07%
+12,287
289
$620K 0.07%
14,674
+2
290
$611K 0.07%
22,262
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291
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18,622
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292
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2,894
+83
293
$606K 0.07%
5,173
-1,248
294
$606K 0.07%
10,109
-381
295
$603K 0.07%
10,205
+5,427
296
$588K 0.07%
22,670
+8,291
297
$585K 0.07%
7,676
-1,441
298
$584K 0.07%
6,231
+747
299
$581K 0.07%
73,604
-3,468
300
$576K 0.07%
4,811
-308
10 11
12
13 14