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
$996M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.9M
3
+$11.2M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$10.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$5.87M
2
+$5.76M
3
+$5.09M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.92M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.81M

Sector Composition

1 Technology 9.71%
2 Healthcare 9.28%
3 Consumer Discretionary 5.17%
4 Financials 3.78%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$549K 0.06%
9,193
+2,962
327
$549K 0.06%
10,089
+5,585
328
$548K 0.06%
20,572
+1,950
329
$547K 0.05%
7,174
+1,188
330
$544K 0.05%
+18,611
331
$544K 0.05%
3,329
-275
332
$543K 0.05%
30,838
-42
333
$539K 0.05%
34,144
+12,745
334
$539K 0.05%
4,418
-1
335
$535K 0.05%
34,250
-1,182
336
$534K 0.05%
6,604
+473
337
$531K 0.05%
6,202
+1,814
338
$518K 0.05%
1,868
-20,764
339
$518K 0.05%
9,690
+630
340
$517K 0.05%
23,709
+1,583
341
$513K 0.05%
+27,950
342
$511K 0.05%
5,276
+773
343
$509K 0.05%
5,611
+200
344
$508K 0.05%
8,632
+226
345
$506K 0.05%
11,651
+4,580
346
$503K 0.05%
4,934
-684
347
$502K 0.05%
5,196
-1,718
348
$500K 0.05%
7,226
+3,524
349
$499K 0.05%
6,359
+1,062
350
$497K 0.05%
9,519
+3,749
12 13
14
15 16