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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$5.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.84M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.14M

Top Sells

1
+$26.3M
2
+$17.1M
3
+$4.56M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.84%
4 Communication Services 4%
5 Financials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$379K 0.05%
1,986
+309
352
$377K 0.05%
4,540
-6,682
353
$376K 0.05%
30,702
-11,880
354
$376K 0.05%
7,624
+448
355
$376K 0.05%
9,538
-155
356
$374K 0.05%
6,182
-1,107
357
$371K 0.05%
22,750
358
$371K 0.05%
7,258
-957
359
$368K 0.05%
1,677
-146
360
$367K 0.05%
9,277
-11,311
361
$366K 0.05%
24,145
+1,324
362
$359K 0.05%
7,395
-270
363
$355K 0.05%
2,031
-238
364
$354K 0.05%
6,880
+270
365
$353K 0.05%
+4,214
366
$352K 0.05%
10,361
-436
367
$351K 0.05%
11,375
+3,017
368
$348K 0.05%
+8,247
369
$346K 0.05%
2,782
-1,076
370
$344K 0.05%
6,231
-2,763
371
$343K 0.05%
5,823
-476
372
$341K 0.05%
2,757
-421
373
$340K 0.05%
+3,412
374
$340K 0.05%
+14,471
375
$339K 0.05%
11,158
-349
13 14
15
16 17