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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$5.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.84M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.14M

Top Sells

1
+$26.3M
2
+$17.1M
3
+$4.56M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.84%
4 Communication Services 4%
5 Financials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$311K 0.04%
+4,975
402
$310K 0.04%
5,144
-2,225
403
$310K 0.04%
6,138
-663
404
$309K 0.04%
4,464
-141
405
$309K 0.04%
+2,759
406
$306K 0.04%
42,927
+1,068
407
$305K 0.04%
1,582
+25
408
$305K 0.04%
5,165
-2,970
409
$304K 0.04%
7,933
-123
410
$304K 0.04%
1,789
-113
411
$304K 0.04%
11,755
-17,465
412
$303K 0.04%
+2,372
413
$302K 0.04%
4,951
-712
414
$301K 0.04%
+7,071
415
$298K 0.04%
+2,146
416
$298K 0.04%
6,907
-334
417
$297K 0.04%
+7,752
418
$293K 0.04%
3,543
+360
419
$291K 0.04%
39,592
-66,750
420
$291K 0.04%
5,788
-3,137
421
$290K 0.04%
11,192
-7,218
422
$289K 0.04%
+7,613
423
$289K 0.04%
8,787
-1,641
424
$289K 0.04%
+10,777
425
$288K 0.04%
2,736
-1,548
15 16
17
18 19