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
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.87M
3
+$3.02M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.83M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.02M

Top Sells

1
+$353K
2
+$282K
3
+$234K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$187K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$196K 0.05%
2,255
+15
352
$195K 0.05%
2,652
+1,930
353
$195K 0.05%
773
+208
354
$193K 0.05%
3,615
+3,504
355
$192K 0.05%
1,824
+1,771
356
$192K 0.05%
+5,594
357
$191K 0.05%
4,423
+4,023
358
$191K 0.05%
4,169
+4,033
359
$191K 0.05%
3,298
+29
360
$190K 0.05%
2,852
+24
361
$190K 0.05%
5,489
+3,489
362
$188K 0.05%
1,842
+495
363
$186K 0.05%
1,680
+305
364
$185K 0.05%
1,702
+391
365
$183K 0.05%
11,535
366
$182K 0.05%
3,650
+3,150
367
$181K 0.05%
2,185
-79
368
$180K 0.05%
15,704
-736
369
$180K 0.05%
5,611
-46
370
$179K 0.05%
4,414
+1
371
$179K 0.05%
3,400
+807
372
$177K 0.05%
3,380
+1,620
373
$176K 0.05%
2,987
+2,717
374
$176K 0.05%
+16,767
375
$175K 0.05%
1,419
+838
13 14
15
16 17