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
$845M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$5.73M
3
+$3.2M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.83M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.76M

Top Sells

1
+$962K
2
+$882K
3
+$799K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$721K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$672K

Sector Composition

1 Healthcare 8.42%
2 Technology 7.1%
3 Financials 4.68%
4 Communication Services 4.11%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$440K 0.05%
12,013
-1,137
352
$436K 0.05%
3,250
353
$435K 0.05%
5,700
-802
354
$435K 0.05%
3,557
-2,000
355
$433K 0.05%
10,757
+46
356
$432K 0.05%
2,494
+225
357
$430K 0.05%
13,081
+3,694
358
$428K 0.05%
2,164
+30
359
$427K 0.05%
2,375
-139
360
$426K 0.05%
4,012
+286
361
$419K 0.05%
7,340
-1,692
362
$416K 0.05%
16,161
363
$414K 0.05%
3,007
-265
364
$413K 0.05%
4,531
-82
365
$408K 0.05%
2,664
+38
366
$406K 0.05%
2,985
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367
$403K 0.05%
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368
$400K 0.05%
3,972
-464
369
$399K 0.05%
795
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370
$399K 0.05%
11,295
-2,172
371
$398K 0.05%
20,605
-10,413
372
$397K 0.05%
34,130
-1,200
373
$396K 0.05%
4,186
-110
374
$395K 0.05%
33,992
+1,768
375
$393K 0.05%
+7,564
13 14
15
16 17