IWM

IHT Wealth Management Portfolio holdings

AUM $3.2B
This Quarter Return
-2.31%
1 Year Return
+8.38%
3 Year Return
+26.61%
5 Year Return
+134.16%
10 Year Return
–
AUM
$3.2B
AUM Growth
+$102M
Cap. Flow
+$193M
Cap. Flow %
6.01%
Top 10 Hldgs %
19.68%
Holding
1,165
New
87
Increased
467
Reduced
488
Closed
80

Top Buys

1
$41.4M
2
$28.5M
3
$24.4M
4
$20.9M
5
$16.6M

Top Sells

1
$25.3M
2
$18.4M
3
$11.9M
4
$9.54M
5
$9.16M

Sector Composition

1Technology10.2%
2Consumer Discretionary4.18%
3Financials4.12%
4Healthcare2.88%
5Industrials2.71%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.9M0.06% 44,765
-3,122
-7%
-$133K
$1.9M0.06% 33,359
-8,294
-20%
-$473K
$1.87M0.06% 76,437
-240,370
-76%
-$5.89M
$1.85M0.06% 28,882
-3,338
-10%
-$214K
$1.85M0.06% 20,589
-182
-0.9%
-$16.4K
$1.84M0.06% 18,895
-406
-2%
-$39.4K
$1.82M0.06% 31,379
-4,504
-13%
-$261K
$1.81M0.06% 24,679
-100
-0.4%
-$7.33K
$1.81M0.06% 19,824
+12,588
+174%
+$1.15M
$1.81M0.06% 12,601
+7,327
+139%
+$1.05M
$1.79M0.06% 16,535
+1,492
+10%
+$162K
$1.79M0.06% 4,658
-71
-2%
-$27.2K
$1.79M0.06% 10,753
-41
-0.4%
-$6.81K
$1.78M0.06% 8,009
-292
-4%
-$64.9K
$1.77M0.06% 24,866
+14,538
+141%
+$1.03M
$1.73M0.05% 6,553
-134
-2%
-$35.4K
$1.72M0.05%
+37,197
 New
+$1.72M
$1.72M0.05% 54,451
-11,413
-17%
-$360K
$1.71M0.05% 7,237
-51
-0.7%
-$12.1K
$1.71M0.05% 13,825
-110
-0.8%
-$13.6K
$1.71M0.05% 23,461
+73
+0.3%
+$5.31K
$1.69M0.05% 15,422
+327
+2%
+$35.9K
$1.68M0.05% 57,469
+4,595
+9%
+$134K
$1.67M0.05% 33,932
+7,981
+31%
+$394K
$1.67M0.05% 27,039
+1,498
+6%
+$92.7K
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