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
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.87M
3
+$3.02M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.83M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.02M

Top Sells

1
+$353K
2
+$282K
3
+$234K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$187K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$119K 0.03%
10,058
+63
452
$119K 0.03%
1,464
+1,054
453
$117K 0.03%
3,114
+116
454
$117K 0.03%
2,948
+15
455
$117K 0.03%
+2,506
456
$117K 0.03%
1,735
+536
457
$117K 0.03%
1,406
+43
458
$116K 0.03%
1,477
-19
459
$116K 0.03%
4,360
+3,785
460
$116K 0.03%
7,285
+5,929
461
$116K 0.03%
+895
462
$115K 0.03%
2,107
+153
463
$115K 0.03%
2,202
+2,051
464
$114K 0.03%
4,458
465
$112K 0.03%
1,864
+350
466
$112K 0.03%
4,683
+2,183
467
$112K 0.03%
2,685
-313
468
$112K 0.03%
770
+244
469
$112K 0.03%
956
+227
470
$111K 0.03%
2,954
+84
471
$111K 0.03%
2,574
-66
472
$110K 0.03%
20,757
-51
473
$110K 0.03%
+11,945
474
$110K 0.03%
+953
475
$109K 0.03%
2,089
+106
17 18
19
20 21