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
$845M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$5.73M
3
+$3.2M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.83M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.76M

Top Sells

1
+$962K
2
+$882K
3
+$799K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$721K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$672K

Sector Composition

1 Healthcare 8.42%
2 Technology 7.1%
3 Financials 4.68%
4 Communication Services 4.11%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$389K 0.05%
13,965
-5,655
377
$389K 0.05%
6,557
-1,095
378
$388K 0.05%
9,650
+2,285
379
$387K 0.05%
5,340
-16
380
$386K 0.05%
188
+39
381
$383K 0.05%
4,920
+384
382
$381K 0.05%
4,209
+849
383
$381K 0.05%
4,698
-1,132
384
$381K 0.05%
6,320
+143
385
$381K 0.05%
+14,250
386
$379K 0.04%
25,225
-529
387
$379K 0.04%
4,256
-1,460
388
$375K 0.04%
6,065
+753
389
$374K 0.04%
1,746
-458
390
$373K 0.04%
24,756
-5,824
391
$372K 0.04%
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-964
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3,701
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393
$368K 0.04%
14,782
+2,440
394
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5,995
-511
395
$366K 0.04%
4,983
-1,037
396
$364K 0.04%
3,935
+402
397
$363K 0.04%
1,914
+152
398
$361K 0.04%
3,672
-1,493
399
$359K 0.04%
1,273
400
$358K 0.04%
12,031
-418
14 15
16
17 18