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
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.87M
3
+$3.02M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.83M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.02M

Top Sells

1
+$353K
2
+$282K
3
+$234K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$187K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 0.58%
36,558
+4,173
27
$2.14M 0.57%
11,124
+2,498
28
$2.12M 0.56%
19,953
+13,395
29
$2.1M 0.56%
40,077
+11,409
30
$2.08M 0.55%
20,877
+5,547
31
$2.04M 0.54%
8,079
+7,987
32
$2.02M 0.54%
18,394
+1,638
33
$2.01M 0.53%
64,734
+14,218
34
$2M 0.53%
9,887
+3,510
35
$2M 0.53%
18,420
+7,369
36
$2M 0.53%
36,750
+877
37
$1.99M 0.53%
124,077
+3,786
38
$1.99M 0.53%
184,946
+23,943
39
$1.95M 0.52%
12,303
+1,926
40
$1.93M 0.51%
22,156
+1,379
41
$1.93M 0.51%
31,745
+1,818
42
$1.93M 0.51%
60,725
+3,120
43
$1.9M 0.5%
34,380
+12,640
44
$1.82M 0.48%
12,846
+4,430
45
$1.82M 0.48%
12,477
+1,247
46
$1.71M 0.45%
34,027
+2,208
47
$1.68M 0.45%
18,595
+16,335
48
$1.62M 0.43%
23,063
+9,160
49
$1.6M 0.42%
19,205
+283
50
$1.55M 0.41%
20,818
+11,289
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