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
$735M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.37M
3
+$3.35M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.23M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.08M

Top Sells

1
+$9.3M
2
+$4.04M
3
+$1.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.07M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$999K

Sector Composition

1 Healthcare 8.01%
2 Technology 6.84%
3 Financials 4.91%
4 Communication Services 4.3%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$277K 0.04%
13,832
-267
452
$273K 0.04%
+8,429
453
$271K 0.04%
6,603
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454
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6,955
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456
$266K 0.04%
20,380
-8,265
457
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458
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1,839
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459
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460
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461
$262K 0.04%
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462
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2,518
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463
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464
$259K 0.04%
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465
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466
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467
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468
$253K 0.03%
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19,828
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470
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471
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+6,082
472
$249K 0.03%
3,320
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473
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+5,577
474
$249K 0.03%
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475
$248K 0.03%
1,976
-26
17 18
19
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