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
$996M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.9M
3
+$11.2M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$10.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$5.87M
2
+$5.76M
3
+$5.09M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.92M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.81M

Sector Composition

1 Technology 9.71%
2 Healthcare 9.28%
3 Consumer Discretionary 5.17%
4 Financials 3.78%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$653K 0.07%
35,508
+17,448
277
$652K 0.07%
8,697
+997
278
$652K 0.07%
12,563
+2,689
279
$652K 0.07%
+40,850
280
$652K 0.07%
1,344
-1,804
281
$650K 0.07%
22,148
+1,278
282
$648K 0.07%
2,217
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283
$647K 0.06%
4,468
+122
284
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10,142
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285
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2
+1
286
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12,944
-106
287
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19,123
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288
$632K 0.06%
24,140
-224,060
289
$631K 0.06%
4,711
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290
$629K 0.06%
160,944
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291
$623K 0.06%
41,454
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292
$618K 0.06%
14,058
+1,272
293
$616K 0.06%
11,791
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294
$614K 0.06%
2,772
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295
$614K 0.06%
15,557
+817
296
$613K 0.06%
9,343
+1,025
297
$612K 0.06%
13,116
-678
298
$612K 0.06%
+19,506
299
$610K 0.06%
13,834
-906
300
$607K 0.06%
7,694
-2,839
10 11
12
13 14