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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$5.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.84M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.14M

Top Sells

1
+$26.3M
2
+$17.1M
3
+$4.56M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.84%
4 Communication Services 4%
5 Financials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$286K 0.04%
2,024
-1,642
427
$285K 0.04%
5,678
-40
428
$284K 0.04%
5,770
-8,206
429
$282K 0.04%
6,754
-9,488
430
$281K 0.04%
2,565
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431
$281K 0.04%
4,502
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432
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5,539
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433
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434
$280K 0.04%
5,572
435
$279K 0.04%
10,095
-4,932
436
$274K 0.04%
6,360
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437
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438
$272K 0.04%
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439
$271K 0.04%
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440
$269K 0.04%
+7,763
441
$267K 0.04%
1
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443
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6,339
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444
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445
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446
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2,693
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447
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+1,671
448
$257K 0.04%
+8,956
449
$257K 0.04%
+5,438
450
$257K 0.04%
5,221
-4,919
16 17
18
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