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
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$1.9M
3
+$1.37M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.25M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.04M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$1.17M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.12M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.09M

Sector Composition

1 Technology 7.33%
2 Financials 5.44%
3 Consumer Discretionary 5.3%
4 Healthcare 4.9%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$197K 0.05%
1,710
+8
352
$195K 0.05%
2,878
-540
353
$193K 0.05%
95
+1
354
$192K 0.05%
1,373
-2,499
355
$188K 0.05%
3,590
-250
356
$187K 0.05%
5,239
-12
357
$185K 0.05%
3,609
-6
358
$185K 0.05%
1,946
+104
359
$183K 0.05%
1,680
360
$182K 0.05%
5,590
+101
361
$182K 0.05%
86,250
362
$182K 0.05%
4,876
-332
363
$181K 0.05%
2,852
364
$181K 0.05%
1,202
365
$181K 0.05%
2,214
+61
366
$180K 0.05%
3,170
-128
367
$178K 0.05%
3,825
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368
$178K 0.05%
14,658
369
$177K 0.05%
4,169
370
$177K 0.05%
13,803
371
$176K 0.05%
14,554
-1,385
372
$175K 0.05%
3,948
+260
373
$174K 0.05%
5,611
374
$174K 0.05%
1,364
-202
375
$173K 0.05%
9,266
-2,225
13 14
15
16 17