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
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.87M
3
+$3.02M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.83M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.02M

Top Sells

1
+$353K
2
+$282K
3
+$234K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$187K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$135K 0.04%
6,197
+427
427
$135K 0.04%
3,138
+65
428
$134K 0.04%
1,064
+442
429
$132K 0.03%
5,529
430
$132K 0.03%
2,486
-395
431
$132K 0.03%
2,574
+2
432
$130K 0.03%
2,342
433
$129K 0.03%
+5,910
434
$128K 0.03%
1,994
+98
435
$128K 0.03%
782
+270
436
$126K 0.03%
1,592
+538
437
$126K 0.03%
5,984
+1,527
438
$126K 0.03%
+4,833
439
$125K 0.03%
+745
440
$125K 0.03%
1,585
441
$124K 0.03%
1,985
-23
442
$124K 0.03%
5,520
+645
443
$124K 0.03%
2,527
+855
444
$123K 0.03%
2,545
-730
445
$123K 0.03%
1,845
446
$122K 0.03%
3,420
+2,530
447
$121K 0.03%
4,777
+2,944
448
$121K 0.03%
1,929
+1,897
449
$120K 0.03%
+1,240
450
$120K 0.03%
+400
16 17
18
19 20