IWM

IHT Wealth Management Portfolio holdings

AUM $3.2B
This Quarter Return
-2.31%
1 Year Return
+8.38%
3 Year Return
+26.61%
5 Year Return
+134.16%
10 Year Return
–
AUM
$3.2B
AUM Growth
+$102M
Cap. Flow
+$193M
Cap. Flow %
6.01%
Top 10 Hldgs %
19.68%
Holding
1,165
New
87
Increased
467
Reduced
488
Closed
80

Top Buys

1
$41.4M
2
$28.5M
3
$24.4M
4
$20.9M
5
$16.6M

Top Sells

1
$25.3M
2
$18.4M
3
$11.9M
4
$9.54M
5
$9.16M

Sector Composition

1Technology10.2%
2Consumer Discretionary4.18%
3Financials4.12%
4Healthcare2.88%
5Industrials2.71%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.3M0.04% 10,632
+881
+9%
+$108K
$1.3M0.04% 29,771
+7,694
+35%
+$336K
$1.3M0.04% 9,839
+529
+6%
+$70K
$1.3M0.04%
+26,181
 New
+$1.3M
$1.3M0.04% 183,433
+8,820
+5%
+$62.3K
$1.29M0.04% 63,184
+2,827
+5%
+$57.6K
$1.28M0.04% 29,110
-102,072
-78%
-$4.47M
$1.27M0.04% 28,118
-3,002
-10%
-$136K
$1.27M0.04% 52,757
+14,578
+38%
+$351K
$1.27M0.04% 9,319
+1,764
+23%
+$240K
$1.27M0.04% 17,684
+784
+5%
+$56.1K
$1.26M0.04% 25,911
+6,738
+35%
+$329K
$1.26M0.04% 13,102
-74
-0.6%
-$7.11K
$1.26M0.04% 50,128
+24
+0.1%
+$602
$1.25M0.04% 13,520
-6,330
-32%
-$587K
$1.25M0.04% 17,401
+1,146
+7%
+$82.3K
$1.25M0.04% 35,783
+8,844
+33%
+$309K
$1.24M0.04% 5,069
+274
+6%
+$67K
$1.23M0.04% 9,759
+113
+1%
+$14.3K
$1.23M0.04% 19,859
-713
-3%
-$44.3K
$1.23M0.04% 45,851
+159
+0.4%
+$4.25K
$1.21M0.04% 12,240
+8,460
+224%
+$836K
$1.21M0.04% 14,484
-124
-0.9%
-$10.3K
$1.21M0.04% 19,927
-204
-1%
-$12.3K
$1.2M0.04% 2,422
+355
+17%
+$176K
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