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
$735M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.37M
3
+$3.35M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.23M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.08M

Top Sells

1
+$9.3M
2
+$4.04M
3
+$1.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.07M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$999K

Sector Composition

1 Healthcare 8.01%
2 Technology 6.84%
3 Financials 4.91%
4 Communication Services 4.3%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$370K 0.05%
16,161
+885
377
$369K 0.05%
10,362
+2,770
378
$369K 0.05%
4,547
-1,961
379
$365K 0.05%
1,762
+500
380
$364K 0.05%
15,479
-3,481
381
$364K 0.05%
7,209
+900
382
$363K 0.05%
9,674
-18,226
383
$362K 0.05%
12,765
-22,106
384
$362K 0.05%
5,356
+18
385
$359K 0.05%
11,994
-1,942
386
$353K 0.05%
4,442
+459
387
$351K 0.05%
6,022
+990
388
$349K 0.05%
6,364
-606
389
$349K 0.05%
2,626
+500
390
$348K 0.05%
+3,204
391
$348K 0.05%
+3,726
392
$347K 0.05%
3,246
+101
393
$346K 0.05%
12,506
-467
394
$344K 0.05%
8,173
-3,547
395
$339K 0.05%
+32,224
396
$336K 0.05%
2,624
+620
397
$333K 0.05%
4,536
+1,251
398
$332K 0.05%
6,150
-61
399
$330K 0.04%
+17,475
400
$329K 0.04%
17,911
-4,258
14 15
16
17 18