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
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.67M
3
+$3.56M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.48M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.01M

Top Sells

1
+$20.7M
2
+$5.53M
3
+$3.54M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.52M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.08%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$637K 0.06%
2,338
+71
327
$636K 0.06%
12,573
-1,881
328
$631K 0.06%
7,030
-672
329
$631K 0.06%
13,094
+1,440
330
$630K 0.06%
7,024
-246
331
$628K 0.06%
5,339
-7
332
$619K 0.05%
13,527
+66
333
$617K 0.05%
6,074
-279
334
$616K 0.05%
7,746
+6
335
$612K 0.05%
6,729
-43
336
$612K 0.05%
22,075
+638
337
$611K 0.05%
25,073
+425
338
$611K 0.05%
11,757
+10
339
$610K 0.05%
6,685
+626
340
$610K 0.05%
4,329
-48
341
$610K 0.05%
12,214
+8,126
342
$606K 0.05%
2,372
-133
343
$601K 0.05%
14,935
+40
344
$597K 0.05%
5,975
-5,490
345
$591K 0.05%
7,182
+876
346
$589K 0.05%
9,171
+77
347
$588K 0.05%
17,928
-64
348
$587K 0.05%
11,765
+752
349
$585K 0.05%
15,094
-401
350
$582K 0.05%
16,162
+2,657
12 13
14
15 16