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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$5.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.84M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.14M

Top Sells

1
+$26.3M
2
+$17.1M
3
+$4.56M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.84%
4 Communication Services 4%
5 Financials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$254K 0.03%
+3,092
452
$250K 0.03%
3,543
-3
453
$249K 0.03%
1,329
-245
454
$248K 0.03%
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-93
455
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4,652
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456
$247K 0.03%
7,295
-5,593
457
$246K 0.03%
9,758
-1,485
458
$246K 0.03%
24,400
-52,000
459
$244K 0.03%
4,504
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460
$243K 0.03%
27,200
-65,420
461
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4,759
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462
$243K 0.03%
1,348
-489
463
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464
$242K 0.03%
10,757
-33,162
465
$242K 0.03%
+7,772
466
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467
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468
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7,453
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2,745
-2,271
470
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+10,223
471
$238K 0.03%
+6,436
472
$237K 0.03%
+436
473
$235K 0.03%
+3,702
474
$235K 0.03%
4,458
-2,194
475
$234K 0.03%
12,789
+1,704
17 18
19
20 21