IWM

IHT Wealth Management Portfolio holdings

AUM $3.2B
This Quarter Return
-2.31%
1 Year Return
+8.38%
3 Year Return
+26.61%
5 Year Return
+134.16%
10 Year Return
–
AUM
$3.2B
AUM Growth
+$102M
Cap. Flow
+$193M
Cap. Flow %
6.01%
Top 10 Hldgs %
19.68%
Holding
1,165
New
87
Increased
467
Reduced
488
Closed
80

Top Buys

1
$41.4M
2
$28.5M
3
$24.4M
4
$20.9M
5
$16.6M

Top Sells

1
$25.3M
2
$18.4M
3
$11.9M
4
$9.54M
5
$9.16M

Sector Composition

1Technology10.2%
2Consumer Discretionary4.18%
3Financials4.12%
4Healthcare2.88%
5Industrials2.71%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.49M0.05% 40,497
+328
+0.8%
+$12.1K
$1.49M0.05% 12,699
+299
+2%
+$35.1K
$1.49M0.05% 50,001
+1,771
+4%
+$52.8K
$1.49M0.05% 5,756
+3,256
+130%
+$841K
$1.48M0.05% 54,962
+10,758
+24%
+$290K
$1.47M0.05% 50,050
+642
+1%
+$18.9K
$1.47M0.05% 17,089
+6,668
+64%
+$574K
$1.47M0.05% 24,388
-3,360
-12%
-$202K
$1.46M0.05% 12,611
-1,119
-8%
-$129K
$1.46M0.05% 13,332
+186
+1%
+$20.3K
$1.45M0.05% 49,755
+36,210
+267%
+$1.06M
$1.45M0.05% 53,239
-11,861
-18%
-$323K
$1.45M0.05% 9,984
+424
+4%
+$61.6K
$1.45M0.05% 30,731
-1,500
-5%
-$70.7K
$1.45M0.05% 43,859
+5
+0%
+$165
$1.44M0.05% 262,805
-7,355
-3%
-$40.4K
$1.43M0.04% 48,384
-4,236
-8%
-$125K
$1.41M0.04% 10,102
+440
+5%
+$61.5K
$1.41M0.04% 18,178
-3,063
-14%
-$238K
$1.41M0.04% 41,298
-8,674
-17%
-$296K
$1.41M0.04% 6,461
+76
+1%
+$16.5K
$1.4M0.04% 20,316
-19,960
-50%
-$1.38M
$1.4M0.04% 71,318
+4,305
+6%
+$84.3K
$1.4M0.04% 71,699
+4,398
+7%
+$85.7K
$1.39M0.04% 7,968
+2,740
+52%
+$477K
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