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
$996M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.9M
3
+$11.2M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$10.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$5.87M
2
+$5.76M
3
+$5.09M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.92M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.81M

Sector Composition

1 Technology 9.71%
2 Healthcare 9.28%
3 Consumer Discretionary 5.17%
4 Financials 3.78%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$332K 0.03%
3,169
-243
452
$330K 0.03%
2,610
-193
453
$330K 0.03%
7,000
-395
454
$328K 0.03%
1,588
+6
455
$328K 0.03%
37,275
+24,250
456
$328K 0.03%
9,928
+1,141
457
$327K 0.03%
24,342
+6,948
458
$327K 0.03%
4,738
+236
459
$325K 0.03%
5,837
-301
460
$324K 0.03%
+5,215
461
$324K 0.03%
5,322
+157
462
$323K 0.03%
59,553
+16,626
463
$320K 0.03%
6,811
-69
464
$319K 0.03%
11,635
-5,892
465
$316K 0.03%
4,793
-182
466
$315K 0.03%
+78,043
467
$314K 0.03%
59,602
+16,404
468
$310K 0.03%
+6,455
469
$310K 0.03%
+2,975
470
$309K 0.03%
2,573
+8
471
$308K 0.03%
3,118
+168
472
$308K 0.03%
+10,808
473
$307K 0.03%
+26,195
474
$306K 0.03%
2,780
+44
475
$306K 0.03%
8,398
+1,718
17 18
19
20 21