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
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.87M
3
+$3.02M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.83M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.02M

Top Sells

1
+$353K
2
+$282K
3
+$234K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$187K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$273K 0.07%
2,523
+2,273
302
$272K 0.07%
4,392
-1,052
303
$267K 0.07%
4,030
+1,286
304
$266K 0.07%
2,822
+2,782
305
$264K 0.07%
3,402
+1,947
306
$264K 0.07%
4,041
+177
307
$264K 0.07%
5,102
+5,072
308
$263K 0.07%
5,360
+3,164
309
$263K 0.07%
10,047
+430
310
$262K 0.07%
5,688
+100
311
$262K 0.07%
3,418
+681
312
$258K 0.07%
6,537
+1,608
313
$256K 0.07%
+13,770
314
$251K 0.07%
9,656
-616
315
$250K 0.07%
19,615
316
$249K 0.07%
+31,702
317
$249K 0.07%
15,939
318
$244K 0.06%
2,238
+3
319
$242K 0.06%
+5,548
320
$241K 0.06%
8,755
+849
321
$240K 0.06%
2,863
-596
322
$239K 0.06%
1,667
-15
323
$235K 0.06%
+86,250
324
$235K 0.06%
2,141
325
$234K 0.06%
6,178
+3,330
11 12
13
14 15