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
$996M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.9M
3
+$11.2M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$10.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$5.87M
2
+$5.76M
3
+$5.09M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.92M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.81M

Sector Composition

1 Technology 9.71%
2 Healthcare 9.28%
3 Consumer Discretionary 5.17%
4 Financials 3.78%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$496K 0.05%
2,730
+211
352
$495K 0.05%
10,150
-1,859
353
$493K 0.05%
9,282
-160
354
$487K 0.05%
+5,077
355
$485K 0.05%
2,411
-9
356
$481K 0.05%
7,914
-1,083
357
$481K 0.05%
27,945
+4,678
358
$480K 0.05%
5,436
-136
359
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2,637
+402
360
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2,495
+54
361
$476K 0.05%
7,711
+593
362
$476K 0.05%
21,798
+1,722
363
$475K 0.05%
1,991
-155
364
$470K 0.05%
7,520
-68
365
$468K 0.05%
5,715
+50
366
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5,704
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367
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8,797
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368
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2,423
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369
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34,374
+3,672
370
$451K 0.05%
25,828
+7,627
371
$448K 0.05%
+7,607
372
$448K 0.05%
2,320
+289
373
$447K 0.04%
14,595
-1,802
374
$446K 0.04%
3,315
375
$443K 0.04%
6,939
+293
13 14
15
16 17