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
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$1.9M
3
+$1.37M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.25M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.04M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$1.17M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.12M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.09M

Sector Composition

1 Technology 7.33%
2 Financials 5.44%
3 Consumer Discretionary 5.3%
4 Healthcare 4.9%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$115K 0.03%
2,929
-19
452
$115K 0.03%
618
-205
453
$114K 0.03%
770
454
$113K 0.03%
1,776
-7,520
455
$113K 0.03%
953
456
$112K 0.03%
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457
$111K 0.03%
2,516
+259
458
$110K 0.03%
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+2,011
459
$110K 0.03%
2,506
460
$110K 0.03%
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461
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-2,583
462
$109K 0.03%
2,207
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463
$108K 0.03%
857
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464
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2,122
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465
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6,503
-1,773
466
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467
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$104K 0.03%
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2,657
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471
$103K 0.03%
1,170
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472
$102K 0.03%
1,123
+101
473
$102K 0.03%
+3,375
474
$102K 0.03%
5,590
-25,700
475
$102K 0.03%
1,745
-597
17 18
19
20 21