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
$845M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$5.73M
3
+$3.2M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.83M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.76M

Top Sells

1
+$962K
2
+$882K
3
+$799K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$721K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$672K

Sector Composition

1 Healthcare 8.42%
2 Technology 7.1%
3 Financials 4.68%
4 Communication Services 4.11%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$327K 0.04%
3,845
-1,004
427
$327K 0.04%
2,447
+156
428
$327K 0.04%
2,463
+730
429
$326K 0.04%
6,473
+4
430
$325K 0.04%
7,737
-731
431
$324K 0.04%
7,867
+912
432
$322K 0.04%
29,314
+8,763
433
$321K 0.04%
7,326
+456
434
$316K 0.04%
5,043
-3,936
435
$315K 0.04%
18,053
+801
436
$314K 0.04%
15,860
+2,020
437
$313K 0.04%
2,833
+28
438
$311K 0.04%
5,765
-385
439
$311K 0.04%
8,399
+2,704
440
$307K 0.04%
1,673
+45
441
$307K 0.04%
1,476
-34
442
$306K 0.04%
23,286
-4,469
443
$304K 0.04%
5,675
+452
444
$303K 0.04%
+6,179
445
$302K 0.04%
2,688
-516
446
$298K 0.04%
2,355
-40
447
$297K 0.04%
7,907
-1,767
448
$293K 0.03%
6,324
-279
449
$293K 0.03%
7,034
+952
450
$293K 0.03%
2,630
-256
16 17
18
19 20