IWM

IHT Wealth Management Portfolio holdings

AUM $3.2B
This Quarter Return
-2.31%
1 Year Return
+8.38%
3 Year Return
+26.61%
5 Year Return
+134.16%
10 Year Return
–
AUM
$3.2B
AUM Growth
+$102M
Cap. Flow
+$193M
Cap. Flow %
6.01%
Top 10 Hldgs %
19.68%
Holding
1,165
New
87
Increased
467
Reduced
488
Closed
80

Top Buys

1
$41.4M
2
$28.5M
3
$24.4M
4
$20.9M
5
$16.6M

Top Sells

1
$25.3M
2
$18.4M
3
$11.9M
4
$9.54M
5
$9.16M

Sector Composition

1Technology10.2%
2Consumer Discretionary4.18%
3Financials4.12%
4Healthcare2.88%
5Industrials2.71%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.67M0.05% 15,922
+5,798
+57%
+$609K
$1.67M0.05% 62,088
-2,788
-4%
-$75K
$1.67M0.05% 21,101
-3,057
-13%
-$241K
$1.66M0.05% 73,946
-1,361
-2%
-$30.6K
$1.65M0.05% 16,656
-2,179
-12%
-$216K
$1.65M0.05% 68,495
+5,235
+8%
+$126K
$1.64M0.05% 22,288
-13,621
-38%
-$1M
$1.63M0.05% 3,284
-227
-6%
-$113K
$1.63M0.05% 192,789
-6,748
-3%
-$57.1K
$1.63M0.05% 32,268
+6,264
+24%
+$316K
$1.62M0.05% 50,464
-1,475
-3%
-$47.5K
$1.62M0.05% 19,836
+2,031
+11%
+$166K
$1.6M0.05% 6,020
+63
+1%
+$16.8K
$1.6M0.05% 26,976
-83
-0.3%
-$4.92K
$1.6M0.05% 34,206
-1,671
-5%
-$78.1K
$1.6M0.05% 74,434
+27,218
+58%
+$584K
$1.59M0.05% 18,251
+98
+0.5%
+$8.52K
$1.57M0.05% 3,377
-52
-2%
-$24.2K
$1.54M0.05% 13,549
+186
+1%
+$21.2K
$1.54M0.05% 14,753
-514
-3%
-$53.6K
$1.54M0.05% 24,963
-178
-0.7%
-$11K
$1.53M0.05% 65,300
+21,112
+48%
+$494K
$1.51M0.05% 81,916––
$1.5M0.05% 37,515
-762
-2%
-$30.5K
$1.5M0.05% 5,600
+363
+7%
+$97K
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