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
$845M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$5.73M
3
+$3.2M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.83M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.76M

Top Sells

1
+$962K
2
+$882K
3
+$799K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$721K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$672K

Sector Composition

1 Healthcare 8.42%
2 Technology 7.1%
3 Financials 4.68%
4 Communication Services 4.11%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$357K 0.04%
6,055
-1,218
402
$356K 0.04%
18,631
+720
403
$354K 0.04%
2,613
-1,216
404
$353K 0.04%
2,094
+118
405
$352K 0.04%
17,577
+102
406
$351K 0.04%
+6,644
407
$351K 0.04%
2,323
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408
$347K 0.04%
3,165
-724
409
$347K 0.04%
4,057
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410
$346K 0.04%
5,667
-61
411
$344K 0.04%
2,407
+568
412
$343K 0.04%
20,028
-6,218
413
$341K 0.04%
6,514
+12
414
$340K 0.04%
1
415
$340K 0.04%
1,663
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416
$337K 0.04%
14,787
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417
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7,026
+1,449
418
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4,009
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419
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5,974
-48
420
$334K 0.04%
31,568
-22,965
421
$333K 0.04%
3,079
-437
422
$333K 0.04%
+11,119
423
$333K 0.04%
4,425
-715
424
$331K 0.04%
+5,264
425
$328K 0.04%
8,698
-200
15 16
17
18 19