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
$845M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$5.73M
3
+$3.2M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.83M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.76M

Top Sells

1
+$962K
2
+$882K
3
+$799K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$721K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$672K

Sector Composition

1 Healthcare 8.42%
2 Technology 7.1%
3 Financials 4.68%
4 Communication Services 4.11%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$292K 0.03%
2,901
+159
452
$290K 0.03%
12,725
-504
453
$289K 0.03%
+6,558
454
$289K 0.03%
10,731
-796
455
$289K 0.03%
9,396
+1,757
456
$288K 0.03%
2,023
+17
457
$287K 0.03%
3,965
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458
$286K 0.03%
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-43
459
$285K 0.03%
4,488
+165
460
$284K 0.03%
2,542
+24
461
$283K 0.03%
15,679
+1,100
462
$283K 0.03%
+16,838
463
$283K 0.03%
4,518
-786
464
$282K 0.03%
5,598
-1,611
465
$282K 0.03%
1,343
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466
$281K 0.03%
7,395
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467
$279K 0.03%
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468
$278K 0.03%
3,428
-1,119
469
$278K 0.03%
7,748
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470
$276K 0.03%
6,187
-1,986
471
$276K 0.03%
5,572
-6,678
472
$276K 0.03%
13,893
+61
473
$272K 0.03%
8,623
-2,205
474
$271K 0.03%
5,506
-199
475
$270K 0.03%
1,757
-1,145
17 18
19
20 21