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
$735M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.37M
3
+$3.35M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.23M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.08M

Top Sells

1
+$9.3M
2
+$4.04M
3
+$1.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.07M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$999K

Sector Composition

1 Healthcare 8.01%
2 Technology 6.84%
3 Financials 4.91%
4 Communication Services 4.3%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$303K 0.04%
1,878
+321
427
$303K 0.04%
+2,742
428
$302K 0.04%
+9,387
429
$302K 0.04%
6,502
+950
430
$300K 0.04%
33,155
-1,025
431
$300K 0.04%
+4,066
432
$299K 0.04%
+13,229
433
$297K 0.04%
4,778
+1,315
434
$297K 0.04%
+2,886
435
$292K 0.04%
1,510
+187
436
$291K 0.04%
149
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437
$288K 0.04%
+5,223
438
$285K 0.04%
+4,765
439
$284K 0.04%
+3,195
440
$282K 0.04%
15,600
+2,630
441
$282K 0.04%
4,863
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442
$281K 0.04%
+11,669
443
$280K 0.04%
5,705
+199
444
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+4,323
445
$279K 0.04%
+2,006
446
$279K 0.04%
6,870
+294
447
$279K 0.04%
4,555
-404
448
$278K 0.04%
17,252
-706
449
$277K 0.04%
+2,291
450
$277K 0.04%
1,280
+243
16 17
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