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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$5.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.84M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.14M

Top Sells

1
+$26.3M
2
+$17.1M
3
+$4.56M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.84%
4 Communication Services 4%
5 Financials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$533K 0.07%
121,090
+80,241
277
$531K 0.07%
+5,411
278
$523K 0.07%
4,939
-6,037
279
$522K 0.07%
30,880
-32,179
280
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9,456
-2,106
281
$516K 0.07%
8,318
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282
$516K 0.07%
29,415
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283
$510K 0.07%
9,874
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284
$505K 0.07%
3,779
-82
285
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286
$504K 0.07%
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287
$502K 0.07%
12,786
-8,262
288
$501K 0.07%
4,683
-2,110
289
$500K 0.07%
+2,230
290
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3,836
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291
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293
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294
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295
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12,009
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296
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16,596
+2,409
297
$488K 0.07%
5,618
+1,025
298
$488K 0.07%
+17,527
299
$485K 0.07%
8,406
+155
300
$485K 0.07%
1,701
+72
10 11
12
13 14