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
$996M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.9M
3
+$11.2M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$10.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$5.87M
2
+$5.76M
3
+$5.09M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.92M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.81M

Sector Composition

1 Technology 9.71%
2 Healthcare 9.28%
3 Consumer Discretionary 5.17%
4 Financials 3.78%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$389K 0.04%
2,718
-703
402
$389K 0.04%
5,532
+581
403
$388K 0.04%
5,264
+746
404
$386K 0.04%
6,487
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405
$386K 0.04%
10,339
-5,134
406
$386K 0.04%
6,948
-4,417
407
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4,464
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408
$384K 0.04%
2,838
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409
$384K 0.04%
6,762
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410
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411
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+8,983
412
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27,915
+12,322
413
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13,812
+2,620
414
$377K 0.04%
8,556
+309
415
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416
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3,132
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417
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3,856
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418
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8,118
419
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657
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420
$369K 0.04%
8,554
+478
421
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+4,737
422
$368K 0.04%
+9,012
423
$366K 0.04%
39,720
+12,520
424
$366K 0.04%
+8,807
425
$362K 0.04%
4,374
-86
15 16
17
18 19