IWM
IHT Wealth Management Portfolio holdings
AUM
$3.64B
1-Year Return
15.77%
This Quarter Return
+1.46%
1 Year Return
+15.77%
3 Year Return
+63.37%
5 Year Return
+110.54%
10 Year Return
–
AUM
$735M
AUM Growth
+$46.8M
(+6.8%)
Cap. Flow
+$66.8M
Cap. Flow
% of AUM
9.08%
Top 10 Holdings %
Top 10 Hldgs %
20.32%
Holding
644
New
99
Increased
314
Reduced
177
Closed
33
Top Buys
| 1 |
AbbVie
ABBV
|
+$3.55M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$3.37M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
+$3.35M |
| 4 |
SPDR S&P Dividend ETF
SDY
|
+$3.23M |
| 5 |
iShares Core S&P US Value ETF
IUSV
|
+$3.08M |
Top Sells
Sector Composition
| 1 | Healthcare | 8.01% |
| 2 | Technology | 6.84% |
| 3 | Financials | 4.91% |
| 4 | Communication Services | 4.3% |
| 5 | Consumer Discretionary | 4.12% |
