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
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.87M
3
+$3.02M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.83M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.02M

Top Sells

1
+$353K
2
+$282K
3
+$234K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$187K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$232K 0.06%
5,251
+281
327
$231K 0.06%
2,825
328
$230K 0.06%
2,441
+109
329
$228K 0.06%
4,103
+4,086
330
$225K 0.06%
731
-42
331
$223K 0.06%
3,149
+1,302
332
$222K 0.06%
+24,240
333
$221K 0.06%
3,919
+3,670
334
$215K 0.06%
11,491
-1,667
335
$215K 0.06%
19,978
+1,425
336
$214K 0.06%
9,903
337
$213K 0.06%
7,996
+11
338
$212K 0.06%
3,840
+3,063
339
$209K 0.06%
2,370
+150
340
$208K 0.06%
1,202
+500
341
$207K 0.05%
5,928
+3,294
342
$205K 0.05%
4,961
-36
343
$204K 0.05%
3,958
+196
344
$201K 0.05%
11,435
+1,123
345
$199K 0.05%
3,656
+3,568
346
$198K 0.05%
5,208
+1,109
347
$198K 0.05%
2,375
348
$196K 0.05%
2,153
-9
349
$196K 0.05%
1,566
350
$196K 0.05%
3,816
+2,100
12 13
14
15 16