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
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.67M
3
+$3.56M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.48M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.01M

Top Sells

1
+$20.7M
2
+$5.53M
3
+$3.54M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.52M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.08%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$468K 0.04%
6,099
+712
402
$464K 0.04%
8,930
+1,001
403
$462K 0.04%
11,810
+225
404
$459K 0.04%
17,703
+4,255
405
$457K 0.04%
5,048
+821
406
$454K 0.04%
1,949
-76
407
$454K 0.04%
10,820
-2,301
408
$451K 0.04%
7,292
+8
409
$448K 0.04%
7,377
-8
410
$447K 0.04%
27,068
+477
411
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3,302
-192
412
$446K 0.04%
8,041
-4,378
413
$446K 0.04%
18,057
414
$446K 0.04%
1,838
+50
415
$444K 0.04%
7,514
+49
416
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3,314
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417
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2,967
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418
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722
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419
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8,969
+6,437
420
$437K 0.04%
7,593
-50
421
$436K 0.04%
9,210
+2,517
422
$435K 0.04%
9,729
-4,759
423
$435K 0.04%
3,456
-27
424
$434K 0.04%
12,509
+72
425
$434K 0.04%
11,444
-308
15 16
17
18 19