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
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.67M
3
+$3.56M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.48M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.01M

Top Sells

1
+$20.7M
2
+$5.53M
3
+$3.54M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.52M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.08%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$535K 0.05%
16,977
+331
377
$532K 0.05%
3,505
+721
378
$525K 0.05%
6,633
+430
379
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1,777
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380
$523K 0.05%
2,700
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381
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382
$519K 0.05%
7,973
-7,792
383
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13,489
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384
$514K 0.05%
1,878
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385
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+29,723
386
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387
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3,347
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388
$506K 0.04%
20,942
+1,489
389
$504K 0.04%
3,847
-404
390
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55,909
391
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392
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393
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10,958
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395
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5,086
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396
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1,478
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397
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11,359
+1,053
398
$478K 0.04%
18,536
+12
399
$474K 0.04%
31,550
+136
400
$471K 0.04%
13,361
-1,000
14 15
16
17 18