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
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.87M
3
+$3.02M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.83M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.02M

Top Sells

1
+$353K
2
+$282K
3
+$234K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$187K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$152K 0.04%
5,438
+200
402
$151K 0.04%
3,183
+1,811
403
$149K 0.04%
3,166
+50
404
$149K 0.04%
3,350
+2,220
405
$149K 0.04%
14,658
-462
406
$148K 0.04%
11,860
-4,000
407
$148K 0.04%
1,925
+36
408
$148K 0.04%
4,704
+3
409
$145K 0.04%
1,249
+714
410
$144K 0.04%
776
-363
411
$143K 0.04%
4,240
+162
412
$143K 0.04%
8,276
+445
413
$143K 0.04%
5,501
414
$143K 0.04%
3,315
+2,835
415
$142K 0.04%
4,340
416
$142K 0.04%
7,928
+4,086
417
$141K 0.04%
6,102
+4,382
418
$141K 0.04%
+2,393
419
$141K 0.04%
9,389
420
$140K 0.04%
1,385
+226
421
$140K 0.04%
3,630
422
$138K 0.04%
3,088
+1,508
423
$137K 0.04%
1,324
+780
424
$136K 0.04%
2,257
-328
425
$136K 0.04%
3,525
+2,990
15 16
17
18 19