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
$735M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.37M
3
+$3.35M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.23M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.08M

Top Sells

1
+$9.3M
2
+$4.04M
3
+$1.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.07M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$999K

Sector Composition

1 Healthcare 8.01%
2 Technology 6.84%
3 Financials 4.91%
4 Communication Services 4.3%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$425K 0.06%
2,204
-986
352
$423K 0.06%
3,889
-204
353
$423K 0.06%
7,125
+1,491
354
$423K 0.06%
7,652
+3,716
355
$421K 0.06%
14,375
-208
356
$413K 0.06%
9,637
+4,264
357
$412K 0.06%
+2,940
358
$411K 0.06%
3,250
-36
359
$410K 0.06%
6,020
+694
360
$408K 0.06%
5,140
+135
361
$407K 0.06%
10,711
+3,347
362
$401K 0.05%
3,386
+1,469
363
$401K 0.05%
27,755
-1,218
364
$401K 0.05%
4,849
+1,951
365
$397K 0.05%
4,613
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366
$393K 0.05%
2,514
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367
$392K 0.05%
879
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368
$387K 0.05%
25,754
+7,339
369
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2,826
-671
370
$384K 0.05%
12,058
-484
371
$383K 0.05%
2,269
+110
372
$382K 0.05%
5,545
+269
373
$379K 0.05%
+14,379
374
$375K 0.05%
6,177
-1,558
375
$373K 0.05%
4,296
+782
13 14
15
16 17