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
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.67M
3
+$3.56M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.48M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.01M

Top Sells

1
+$20.7M
2
+$5.53M
3
+$3.54M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.52M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.08%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$393K 0.03%
4,782
-93
452
$389K 0.03%
10,030
+345
453
$388K 0.03%
8,564
+154
454
$385K 0.03%
5,068
+316
455
$385K 0.03%
8,325
+361
456
$384K 0.03%
41,164
+3,461
457
$383K 0.03%
21,850
458
$382K 0.03%
17,175
-10,250
459
$381K 0.03%
11,774
+300
460
$380K 0.03%
8,898
+2,230
461
$378K 0.03%
+15,676
462
$375K 0.03%
2,845
-134
463
$375K 0.03%
9,562
-978
464
$374K 0.03%
2,178
-28
465
$374K 0.03%
18,394
+4,083
466
$374K 0.03%
1,996
-1,045
467
$372K 0.03%
1,410
-64
468
$372K 0.03%
10,844
469
$372K 0.03%
53,850
+2,200
470
$371K 0.03%
2,924
-15
471
$369K 0.03%
7,745
+149
472
$369K 0.03%
9,020
+381
473
$368K 0.03%
4,319
-546
474
$368K 0.03%
2,018
-301
475
$367K 0.03%
13,529
+367
17 18
19
20 21