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
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$1.9M
3
+$1.37M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.25M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.04M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$1.17M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.12M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.09M

Sector Composition

1 Technology 7.33%
2 Financials 5.44%
3 Consumer Discretionary 5.3%
4 Healthcare 4.9%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$173K 0.05%
2,034
-17
377
$173K 0.05%
2,232
+47
378
$173K 0.05%
4,414
379
$173K 0.05%
1,128
-863
380
$170K 0.05%
8,242
+200
381
$170K 0.05%
2,768
+47
382
$169K 0.05%
6,572
383
$168K 0.05%
1,557
+225
384
$167K 0.04%
2,231
+639
385
$167K 0.04%
4,239
+3,016
386
$165K 0.04%
2,562
-587
387
$165K 0.04%
1,096
-5
388
$162K 0.04%
1,925
389
$161K 0.04%
4,770
-1,158
390
$160K 0.04%
12,305
+24
391
$160K 0.04%
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392
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393
$157K 0.04%
3,572
+8
394
$157K 0.04%
5,415
+2,305
395
$157K 0.04%
2,825
-42
396
$156K 0.04%
1,670
+285
397
$156K 0.04%
2,462
+1,030
398
$155K 0.04%
6,029
+1,252
399
$155K 0.04%
777
-573
400
$154K 0.04%
1,331
+10
14 15
16
17 18