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
$845M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$5.73M
3
+$3.2M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.83M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.76M

Top Sells

1
+$962K
2
+$882K
3
+$799K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$721K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$672K

Sector Composition

1 Healthcare 8.42%
2 Technology 7.1%
3 Financials 4.68%
4 Communication Services 4.11%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$575K 0.07%
17,019
+8,590
302
$574K 0.07%
11,507
+1,422
303
$574K 0.07%
5,433
-347
304
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11,192
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305
$568K 0.07%
12,766
-6,171
306
$565K 0.07%
26,685
+911
307
$562K 0.07%
14,546
-223
308
$560K 0.07%
5,796
-606
309
$558K 0.07%
3,496
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310
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15,931
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311
$547K 0.06%
92,911
+48,004
312
$544K 0.06%
10,863
-69
313
$542K 0.06%
9,760
-3,787
314
$542K 0.06%
1,576
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315
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317
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11,548
-347
318
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5,719
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319
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8,144
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320
$523K 0.06%
1,586
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321
$516K 0.06%
5,510
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322
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6,002
-2,530
323
$504K 0.06%
2,815
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324
$504K 0.06%
17,944
+774
325
$503K 0.06%
4,559
-9
11 12
13
14 15