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
$996M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.9M
3
+$11.2M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$10.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$5.87M
2
+$5.76M
3
+$5.09M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.92M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.81M

Sector Composition

1 Technology 9.71%
2 Healthcare 9.28%
3 Consumer Discretionary 5.17%
4 Financials 3.78%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$442K 0.04%
3,035
+663
377
$435K 0.04%
+12,923
378
$434K 0.04%
22,750
379
$432K 0.04%
1,313
+304
380
$431K 0.04%
19,828
+10
381
$431K 0.04%
18,940
+3,375
382
$428K 0.04%
3,056
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383
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3,298
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384
$425K 0.04%
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385
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1,549
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386
$425K 0.04%
7,624
387
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7,361
+103
388
$418K 0.04%
3,441
+298
389
$417K 0.04%
12,211
+200
390
$415K 0.04%
4,769
+2,024
391
$411K 0.04%
51,701
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392
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14,520
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393
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9,936
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394
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1,771
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395
$403K 0.04%
7,240
+14
396
$402K 0.04%
2,412
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397
$400K 0.04%
17,003
+568
398
$398K 0.04%
6,457
+585
399
$392K 0.04%
11,870
+1,403
400
$391K 0.04%
53,492
+13,900
14 15
16
17 18