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
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.67M
3
+$3.56M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.48M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.01M

Top Sells

1
+$20.7M
2
+$5.53M
3
+$3.54M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.52M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.08%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$580K 0.05%
5,507
-26
352
$579K 0.05%
4,867
+29
353
$578K 0.05%
+41,050
354
$576K 0.05%
38,700
+1,794
355
$575K 0.05%
15,907
-2,005
356
$571K 0.05%
2,720
+70
357
$571K 0.05%
13,700
-1,247
358
$569K 0.05%
5,266
-15
359
$568K 0.05%
10,540
+14
360
$566K 0.05%
15,645
-2,367
361
$565K 0.05%
28,832
+6,875
362
$561K 0.05%
20,652
+428
363
$559K 0.05%
12,984
+7,608
364
$557K 0.05%
86,314
-1,082
365
$556K 0.05%
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-281
366
$555K 0.05%
17,338
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367
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2,838
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368
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5,420
-237
369
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7,930
-187
370
$550K 0.05%
10,983
+2,480
371
$549K 0.05%
11,118
-183
372
$539K 0.05%
21,888
373
$538K 0.05%
37,128
-3,872
374
$537K 0.05%
12,008
-477
375
$536K 0.05%
9,858
+62
13 14
15
16 17