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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$5.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.84M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.14M

Top Sells

1
+$26.3M
2
+$17.1M
3
+$4.56M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.84%
4 Communication Services 4%
5 Financials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$339K 0.05%
+3,850
377
$337K 0.05%
15,565
-11,095
378
$336K 0.05%
3,897
-138
379
$336K 0.05%
2,803
+116
380
$336K 0.05%
8,118
+85
381
$335K 0.05%
3,143
-167
382
$335K 0.05%
12,695
+550
383
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4,460
-81
384
$334K 0.05%
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+163
385
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2,235
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386
$333K 0.05%
2,237
-19
387
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+3,956
388
$327K 0.04%
+4,518
389
$326K 0.04%
7,492
390
$324K 0.04%
1,936
-408
391
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392
$322K 0.04%
3,454
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393
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394
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5,872
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395
$322K 0.04%
4,388
-2,327
396
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2,284
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397
$319K 0.04%
12,001
-200
398
$315K 0.04%
+1,009
399
$314K 0.04%
18,060
400
$312K 0.04%
4,112
+19
14 15
16
17 18