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
$845M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$5.73M
3
+$3.2M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.83M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.76M

Top Sells

1
+$962K
2
+$882K
3
+$799K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$721K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$672K

Sector Composition

1 Healthcare 8.42%
2 Technology 7.1%
3 Financials 4.68%
4 Communication Services 4.11%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$501K 0.06%
6,102
-317
327
$496K 0.06%
3,872
+626
328
$495K 0.06%
10,147
-4,638
329
$493K 0.06%
9,170
-467
330
$492K 0.06%
8,407
+233
331
$492K 0.06%
6,128
-1,543
332
$488K 0.06%
11,835
+1,352
333
$487K 0.06%
8,525
-350
334
$484K 0.06%
4,945
-64
335
$483K 0.06%
3,758
-1,899
336
$481K 0.06%
22,586
-11,894
337
$477K 0.06%
7,725
+600
338
$476K 0.06%
5,157
-635
339
$472K 0.06%
15,486
340
$471K 0.06%
+5,448
341
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15,369
+3,375
342
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11,432
+1,070
343
$464K 0.05%
3,730
+344
344
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21,344
+1,379
345
$457K 0.05%
8,208
-998
346
$453K 0.05%
8,185
-1,242
347
$450K 0.05%
21,140
+729
348
$449K 0.05%
11,280
-1,283
349
$449K 0.05%
13,526
-7,305
350
$449K 0.05%
8,475
+382
12 13
14
15 16