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
$996M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.9M
3
+$11.2M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$10.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$5.87M
2
+$5.76M
3
+$5.09M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.92M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.81M

Sector Composition

1 Technology 9.71%
2 Healthcare 9.28%
3 Consumer Discretionary 5.17%
4 Financials 3.78%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$606K 0.06%
12,890
+3,152
302
$604K 0.06%
5,860
+464
303
$603K 0.06%
+2,816
304
$603K 0.06%
5,326
+387
305
$600K 0.06%
10,433
-1,281
306
$599K 0.06%
15,733
+9,540
307
$599K 0.06%
3,184
+63
308
$595K 0.06%
3,143
-4,755
309
$593K 0.06%
4,249
-121
310
$590K 0.06%
1,871
-38
311
$590K 0.06%
+18,000
312
$590K 0.06%
40,103
+4,630
313
$589K 0.06%
16,398
+924
314
$588K 0.06%
31,818
+2,403
315
$584K 0.06%
2,324
+40
316
$578K 0.06%
11,782
+513
317
$577K 0.06%
15,819
+8,056
318
$577K 0.06%
7,433
+23
319
$574K 0.06%
11,131
-1,040
320
$570K 0.06%
2,700
+388
321
$566K 0.06%
5,107
-376
322
$558K 0.06%
15,635
+9
323
$553K 0.06%
15,383
+5,022
324
$551K 0.06%
14,684
+3,296
325
$551K 0.06%
75,457
+22,269
11 12
13
14 15