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
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$1.9M
3
+$1.37M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.25M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.04M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$1.17M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.12M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.09M

Sector Composition

1 Technology 7.33%
2 Financials 5.44%
3 Consumer Discretionary 5.3%
4 Healthcare 4.9%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$264K 0.07%
3,409
+201
302
$262K 0.07%
2,330
+1,081
303
$262K 0.07%
34,623
+2,921
304
$260K 0.07%
1,955
-66
305
$257K 0.07%
4,794
+875
306
$257K 0.07%
745
+14
307
$255K 0.07%
492
-268
308
$253K 0.07%
8,515
-628
309
$251K 0.07%
3,655
-1,350
310
$250K 0.07%
9,656
311
$249K 0.07%
9,090
-750
312
$248K 0.07%
3,645
-3,043
313
$246K 0.07%
4,859
+2,770
314
$246K 0.07%
4,200
+3,075
315
$243K 0.07%
3,898
-143
316
$243K 0.07%
2,247
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317
$242K 0.07%
5,388
+28
318
$240K 0.06%
2,241
+3
319
$240K 0.06%
6,458
-79
320
$240K 0.06%
5,551
+50
321
$237K 0.06%
7,364
+1,770
322
$236K 0.06%
4,307
-85
323
$234K 0.06%
5,767
+219
324
$233K 0.06%
1,758
-37
325
$229K 0.06%
+3,720
11 12
13
14 15