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
$996M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.9M
3
+$11.2M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$10.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$5.87M
2
+$5.76M
3
+$5.09M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.92M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.81M

Sector Composition

1 Technology 9.71%
2 Healthcare 9.28%
3 Consumer Discretionary 5.17%
4 Financials 3.78%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$362K 0.04%
6,595
+1,374
427
$361K 0.04%
9,267
+1,654
428
$361K 0.04%
7,492
429
$357K 0.04%
+3,585
430
$356K 0.04%
12,001
431
$354K 0.04%
4,439
-25
432
$353K 0.04%
+13,023
433
$353K 0.04%
31,685
+50
434
$350K 0.04%
+19,695
435
$347K 0.03%
31,850
436
$347K 0.03%
5,526
-3,498
437
$346K 0.03%
+14,973
438
$344K 0.03%
1,917
-835
439
$341K 0.03%
11,665
+507
440
$341K 0.03%
3,222
-1,056
441
$340K 0.03%
+3,331
442
$338K 0.03%
4,197
+300
443
$337K 0.03%
3,027
-26
444
$336K 0.03%
21,163
+6,448
445
$335K 0.03%
5,117
-10,421
446
$335K 0.03%
11,968
+1,745
447
$335K 0.03%
1,917
-320
448
$333K 0.03%
+28,971
449
$333K 0.03%
595
-1,030
450
$333K 0.03%
3,260
+410
16 17
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