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
$735M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.37M
3
+$3.35M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.23M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.08M

Top Sells

1
+$9.3M
2
+$4.04M
3
+$1.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.07M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$999K

Sector Composition

1 Healthcare 8.01%
2 Technology 6.84%
3 Financials 4.91%
4 Communication Services 4.3%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$469K 0.06%
10,932
+1,800
327
$468K 0.06%
4,701
-866
328
$465K 0.06%
3,272
+694
329
$465K 0.06%
10,483
+5,381
330
$462K 0.06%
5,009
+238
331
$460K 0.06%
6,502
-246
332
$459K 0.06%
6,419
-859
333
$453K 0.06%
5,140
+1,706
334
$450K 0.06%
10,085
-747
335
$447K 0.06%
17,170
+2,768
336
$445K 0.06%
+2,134
337
$445K 0.06%
8,093
+639
338
$445K 0.06%
26,246
-900
339
$444K 0.06%
4,436
+1,371
340
$442K 0.06%
2,718
+55
341
$441K 0.06%
12,563
+1,178
342
$440K 0.06%
2,902
+832
343
$439K 0.06%
1,588
+224
344
$437K 0.06%
12,191
-1,549
345
$436K 0.06%
30,580
+15,503
346
$435K 0.06%
20,411
+4,608
347
$429K 0.06%
19,965
+2,792
348
$428K 0.06%
7,273
+2,226
349
$427K 0.06%
4,568
+1,111
350
$426K 0.06%
18,927
-62
12 13
14
15 16