IWM

IHT Wealth Management Portfolio holdings

AUM $3.2B
This Quarter Return
-2.31%
1 Year Return
+8.38%
3 Year Return
+26.61%
5 Year Return
+134.16%
10 Year Return
–
AUM
$3.2B
AUM Growth
+$102M
Cap. Flow
+$193M
Cap. Flow %
6.01%
Top 10 Hldgs %
19.68%
Holding
1,165
New
87
Increased
467
Reduced
488
Closed
80

Top Buys

1
$41.4M
2
$28.5M
3
$24.4M
4
$20.9M
5
$16.6M

Top Sells

1
$25.3M
2
$18.4M
3
$11.9M
4
$9.54M
5
$9.16M

Sector Composition

1Technology10.2%
2Consumer Discretionary4.18%
3Financials4.12%
4Healthcare2.88%
5Industrials2.71%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.39M0.04% 119,525
+4,500
+4%
+$52.2K
$1.38M0.04% 8,030
+690
+9%
+$119K
$1.38M0.04% 23,080
-861
-4%
-$51.5K
$1.38M0.04% 21,725
+10,271
+90%
+$652K
$1.38M0.04% 4,557
+534
+13%
+$161K
$1.37M0.04% 58,201
-6,691
-10%
-$158K
$1.37M0.04% 48,074
+10,368
+28%
+$295K
$1.37M0.04% 2,181
+202
+10%
+$127K
$1.36M0.04% 11,409
+290
+3%
+$34.7K
$1.36M0.04% 12,400
+290
+2%
+$31.9K
$1.36M0.04% 14,552
+11
+0.1%
+$1.03K
$1.36M0.04% 12,118
+390
+3%
+$43.7K
$1.35M0.04% 25,614
+1,831
+8%
+$96.8K
$1.35M0.04% 22,246
+1,999
+10%
+$122K
$1.34M0.04% 69,669
+2,307
+3%
+$44.3K
$1.33M0.04% 25,725
+5,309
+26%
+$275K
$1.33M0.04% 2,529
-1,897
-43%
-$998K
$1.33M0.04% 2,598
+35
+1%
+$17.9K
$1.33M0.04% 9,100
+10
+0.1%
+$1.46K
$1.33M0.04% 16,979
-914
-5%
-$71.5K
$1.32M0.04% 23,569
-457
-2%
-$25.6K
$1.32M0.04% 8,539
+281
+3%
+$43.4K
$1.32M0.04% 13,069––
$1.31M0.04% 25,042
+16,179
+183%
+$847K
$1.3M0.04%
+17,947
 New
+$1.3M
1 141516171847