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
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.87M
3
+$3.02M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.83M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.02M

Top Sells

1
+$353K
2
+$282K
3
+$234K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$187K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$175K 0.05%
3,688
+1,164
377
$175K 0.05%
1,101
-60
378
$174K 0.05%
94
379
$173K 0.05%
2,051
380
$173K 0.05%
6,572
381
$172K 0.05%
1,321
+1,200
382
$172K 0.05%
2,721
+2,527
383
$168K 0.04%
3,689
+2,426
384
$167K 0.04%
12,281
+1,262
385
$166K 0.04%
21,734
-1,118
386
$165K 0.04%
3,564
+306
387
$165K 0.04%
2,969
+101
388
$163K 0.04%
3,355
+2,864
389
$162K 0.04%
2,867
+3
390
$161K 0.04%
8,042
391
$160K 0.04%
1,349
392
$159K 0.04%
1,889
+32
393
$158K 0.04%
+4,181
394
$156K 0.04%
1,779
+555
395
$156K 0.04%
+823
396
$155K 0.04%
2,300
-200
397
$153K 0.04%
6,149
+5,963
398
$153K 0.04%
1,855
-45
399
$153K 0.04%
13,803
400
$152K 0.04%
1,332
+1,297
14 15
16
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