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
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.67M
3
+$3.56M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.48M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.01M

Top Sells

1
+$20.7M
2
+$5.53M
3
+$3.54M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.52M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.08%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$688K 0.06%
7,238
-323
302
$687K 0.06%
17,508
+24
303
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10,730
-1
304
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35,463
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306
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13,494
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307
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24,336
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308
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309
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8,165
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311
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12,077
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312
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313
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22,987
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314
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18,938
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315
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26,273
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319
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17,410
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321
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7,273
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11,368
+2,625
323
$639K 0.06%
9,672
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324
$639K 0.06%
4,180
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325
$637K 0.06%
+20,165
11 12
13
14 15