IWM
IHT Wealth Management Portfolio holdings
AUM
$3.64B
1-Year Return
15.77%
This Quarter Return
+22.52%
1 Year Return
+15.77%
3 Year Return
+63.37%
5 Year Return
+110.54%
10 Year Return
–
AUM
$730M
AUM Growth
+$35.3M
(+5.1%)
Cap. Flow
-$91.6M
Cap. Flow
% of AUM
-12.55%
Top 10 Holdings %
Top 10 Hldgs %
25.2%
Holding
660
New
106
Increased
151
Reduced
305
Closed
82
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
+$10.7M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$7.12M |
| 3 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$5.91M |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$5.84M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$3.14M |
Top Sells
| 1 |
AbbVie
ABBV
|
+$26.3M |
| 2 |
Abbott
ABT
|
+$17.1M |
| 3 |
Apple
AAPL
|
+$4.56M |
| 4 |
SPDR Gold Trust
GLD
|
+$3.91M |
| 5 |
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% |
