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
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$1.9M
3
+$1.37M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.25M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.04M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$1.17M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.12M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.09M

Sector Composition

1 Technology 7.33%
2 Financials 5.44%
3 Consumer Discretionary 5.3%
4 Healthcare 4.9%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$129K 0.03%
8,314
+386
427
$127K 0.03%
1,031
+948
428
$127K 0.03%
2,199
-23,754
429
$126K 0.03%
1,734
-155
430
$126K 0.03%
2,796
+1,281
431
$126K 0.03%
2,950
-138
432
$126K 0.03%
1,394
+70
433
$126K 0.03%
1,845
434
$125K 0.03%
2,599
+2,299
435
$124K 0.03%
5,984
436
$123K 0.03%
1,957
+102
437
$122K 0.03%
5,630
-519
438
$122K 0.03%
2,545
439
$122K 0.03%
6,034
+124
440
$122K 0.03%
2,036
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441
$121K 0.03%
750
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442
$120K 0.03%
5,529
443
$119K 0.03%
1,585
444
$119K 0.03%
3,077
-573
445
$119K 0.03%
5,629
-568
446
$119K 0.03%
2,911
-227
447
$117K 0.03%
3,256
+142
448
$117K 0.03%
3,265
-260
449
$117K 0.03%
956
-108
450
$116K 0.03%
3,450
+30
16 17
18
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