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
$735M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.37M
3
+$3.35M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.23M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.08M

Top Sells

1
+$9.3M
2
+$4.04M
3
+$1.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.07M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$999K

Sector Composition

1 Healthcare 8.01%
2 Technology 6.84%
3 Financials 4.91%
4 Communication Services 4.3%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$329K 0.04%
+5,304
402
$327K 0.04%
12,449
-552
403
$326K 0.04%
+8,898
404
$326K 0.04%
6,469
-1,968
405
$325K 0.04%
6,506
+1,508
406
$325K 0.04%
8,468
-122
407
$323K 0.04%
1,273
+206
408
$320K 0.04%
10,828
-4,660
409
$320K 0.04%
+23,446
410
$319K 0.04%
3,533
+500
411
$319K 0.04%
+5,728
412
$319K 0.04%
+15,486
413
$318K 0.04%
+3,639
414
$317K 0.04%
2,177
+545
415
$316K 0.04%
5,530
+1,588
416
$316K 0.04%
3,179
-2,243
417
$315K 0.04%
19,620
+4,275
418
$313K 0.04%
35,330
-1,220
419
$312K 0.04%
1
420
$312K 0.04%
+3,360
421
$311K 0.04%
+11,527
422
$310K 0.04%
+2,805
423
$307K 0.04%
10,325
+770
424
$307K 0.04%
8,935
-16,805
425
$307K 0.04%
5,312
+276
15 16
17
18 19