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
$735M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.37M
3
+$3.35M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.23M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.08M

Top Sells

1
+$9.3M
2
+$4.04M
3
+$1.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.07M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$999K

Sector Composition

1 Healthcare 8.01%
2 Technology 6.84%
3 Financials 4.91%
4 Communication Services 4.3%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$548K 0.07%
3,829
-2,504
302
$544K 0.07%
14,769
+6,604
303
$543K 0.07%
10,306
-116
304
$535K 0.07%
54,533
+6,493
305
$533K 0.07%
8,875
+2,474
306
$532K 0.07%
14,672
+185
307
$531K 0.07%
25,774
+3,982
308
$529K 0.07%
1,412
+149
309
$522K 0.07%
8,979
+59
310
$515K 0.07%
8,864
+1,440
311
$514K 0.07%
4,568
+55
312
$511K 0.07%
5,503
+314
313
$505K 0.07%
13,868
-183
314
$498K 0.07%
5,484
+1,401
315
$497K 0.07%
15,393
+1,240
316
$492K 0.07%
13,150
+5,827
317
$491K 0.07%
9,032
+2,692
318
$490K 0.07%
9,427
+3,373
319
$487K 0.07%
5,716
+1,665
320
$485K 0.07%
2,328
+486
321
$476K 0.06%
9,206
-5,156
322
$475K 0.06%
+5,830
323
$475K 0.06%
+13,467
324
$473K 0.06%
3,516
+338
325
$471K 0.06%
8,174
+2,481
11 12
13
14 15