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
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$1.9M
3
+$1.37M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.25M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.04M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$1.17M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.12M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.09M

Sector Composition

1 Technology 7.33%
2 Financials 5.44%
3 Consumer Discretionary 5.3%
4 Healthcare 4.9%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$154K 0.04%
4,845
+505
402
$152K 0.04%
3,300
-80
403
$152K 0.04%
3,059
+90
404
$150K 0.04%
1,375
-44
405
$150K 0.04%
1,382
+33
406
$150K 0.04%
3,183
407
$144K 0.04%
13,771
-1,933
408
$144K 0.04%
11,900
+365
409
$143K 0.04%
2,725
+1,475
410
$143K 0.04%
2,944
-43
411
$143K 0.04%
1,706
+300
412
$141K 0.04%
3,630
413
$141K 0.04%
8,735
+1,450
414
$140K 0.04%
5,708
+1,025
415
$140K 0.04%
1,652
-603
416
$138K 0.04%
9,421
+5,858
417
$138K 0.04%
1,511
-930
418
$136K 0.04%
5,901
-201
419
$135K 0.04%
3,600
+200
420
$135K 0.04%
3,185
-6,131
421
$134K 0.04%
2,180
+195
422
$131K 0.04%
11,230
-630
423
$130K 0.03%
1,868
-1,534
424
$130K 0.03%
2,595
+202
425
$129K 0.03%
3,194
-2,984
15 16
17
18 19