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
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.67M
3
+$3.56M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.48M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.01M

Top Sells

1
+$20.7M
2
+$5.53M
3
+$3.54M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.52M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.08%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$434K 0.04%
8,451
-1,855
427
$432K 0.04%
30,467
+4,225
428
$431K 0.04%
6,393
-158
429
$429K 0.04%
53,131
430
$429K 0.04%
5,117
-2,438
431
$429K 0.04%
2,324
+1
432
$427K 0.04%
19,625
+9,014
433
$425K 0.04%
+9,762
434
$421K 0.04%
6,649
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435
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6,462
+81
436
$415K 0.04%
8,547
+1
437
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23,610
+1,350
438
$413K 0.04%
6,719
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439
$409K 0.04%
1
440
$409K 0.04%
17,318
-16,235
441
$409K 0.04%
1,062
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442
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443
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2,321
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444
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9,279
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445
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2,253
-43
446
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8,133
-1,120
447
$402K 0.04%
9,927
+1,508
448
$400K 0.04%
4,612
+1,192
449
$395K 0.03%
16,993
+775
450
$394K 0.03%
11,318
+23
16 17
18
19 20