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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$5.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.84M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.14M

Top Sells

1
+$26.3M
2
+$17.1M
3
+$4.56M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.84%
4 Communication Services 4%
5 Financials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$483K 0.07%
6,131
-2,763
302
$481K 0.07%
22,126
+471
303
$480K 0.07%
13,302
-350
304
$478K 0.07%
2,420
+83
305
$473K 0.06%
5,572
-498
306
$461K 0.06%
36,859
+1,782
307
$457K 0.06%
+35,473
308
$454K 0.06%
2,519
+342
309
$451K 0.06%
+5,665
310
$444K 0.06%
5,616
+44
311
$443K 0.06%
9,060
+1,884
312
$440K 0.06%
6,646
-6,707
313
$439K 0.06%
7,118
+836
314
$438K 0.06%
20,076
-1,342
315
$437K 0.06%
3,074
-1,267
316
$434K 0.06%
+12,011
317
$432K 0.06%
162,305
+27,050
318
$426K 0.06%
+4,278
319
$424K 0.06%
18,201
-17,470
320
$423K 0.06%
19,818
+956
321
$421K 0.06%
16,435
+4,490
322
$420K 0.06%
9,173
+3,344
323
$419K 0.06%
5,986
+1,945
324
$416K 0.06%
7,588
-432
325
$413K 0.06%
8,076
-2,325
11 12
13
14 15