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
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.67M
3
+$3.56M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.48M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.01M

Top Sells

1
+$20.7M
2
+$5.53M
3
+$3.54M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.52M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.08%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$822K 0.07%
72,510
+1,745
277
$815K 0.07%
9,840
-629
278
$813K 0.07%
8,174
-451
279
$811K 0.07%
12,758
+1,696
280
$800K 0.07%
+34,326
281
$799K 0.07%
13,208
-342,527
282
$796K 0.07%
27,757
+13,776
283
$789K 0.07%
6,851
+5,421
284
$786K 0.07%
24,177
+104
285
$779K 0.07%
40,884
+1,493
286
$770K 0.07%
32,228
-1,381
287
$751K 0.07%
16,234
-145
288
$748K 0.07%
3,653
-4
289
$746K 0.07%
6,337
+124
290
$740K 0.07%
9,837
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291
$735K 0.06%
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292
$732K 0.06%
38,543
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293
$730K 0.06%
+17,923
294
$715K 0.06%
18,755
-5,146
295
$712K 0.06%
+21,313
296
$704K 0.06%
6,621
+1,582
297
$703K 0.06%
8,814
+34
298
$702K 0.06%
10,049
-385
299
$702K 0.06%
33,552
-642
300
$698K 0.06%
17,417
+3,826
10 11
12
13 14