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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$5.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.84M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.14M

Top Sells

1
+$26.3M
2
+$17.1M
3
+$4.56M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.84%
4 Communication Services 4%
5 Financials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$412K 0.06%
+2,752
327
$412K 0.06%
11,192
+50
328
$412K 0.06%
+7,410
329
$406K 0.06%
2,581
-1
330
$405K 0.06%
31,850
-2,000
331
$403K 0.06%
18,077
+1,200
332
$403K 0.06%
3,306
-1,543
333
$401K 0.05%
2,312
-32
334
$401K 0.05%
28,862
-90,048
335
$400K 0.05%
7,910
-3,094
336
$400K 0.05%
+7,226
337
$400K 0.05%
3,315
-85
338
$395K 0.05%
+5,297
339
$395K 0.05%
4,503
-919
340
$394K 0.05%
+7,327
341
$393K 0.05%
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-169
342
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2,233
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343
$390K 0.05%
4,830
-6,854
344
$389K 0.05%
21,399
-11,328
345
$389K 0.05%
11,388
+3,117
346
$386K 0.05%
19,360
+5,270
347
$384K 0.05%
+23,267
348
$383K 0.05%
2,441
-226
349
$383K 0.05%
2,802
+702
350
$381K 0.05%
53,188
-18,934
12 13
14
15 16