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
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$1.9M
3
+$1.37M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.25M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.04M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$1.17M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.12M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.09M

Sector Composition

1 Technology 7.33%
2 Financials 5.44%
3 Consumer Discretionary 5.3%
4 Healthcare 4.9%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 0.63%
41,091
+9,346
27
$2.19M 0.59%
74,740
+10,006
28
$2.19M 0.59%
16,524
-5,615
29
$2.13M 0.57%
10,936
+1,049
30
$2.07M 0.56%
201,100
+16,154
31
$2.02M 0.54%
36,977
+22,824
32
$1.99M 0.53%
34,642
+14,658
33
$1.98M 0.53%
38,809
+37,272
34
$1.91M 0.51%
12,770
+467
35
$1.91M 0.51%
11,018
-106
36
$1.9M 0.51%
30,642
+8,179
37
$1.89M 0.51%
20,618
-259
38
$1.88M 0.5%
35,064
-1,686
39
$1.82M 0.49%
16,916
-1,504
40
$1.79M 0.48%
35,834
+1,807
41
$1.78M 0.48%
12,849
+372
42
$1.76M 0.47%
34,980
+600
43
$1.74M 0.47%
57,058
-3,667
44
$1.72M 0.46%
123,346
-731
45
$1.62M 0.44%
34,410
-5,667
46
$1.61M 0.43%
58,423
+12,254
47
$1.58M 0.42%
19,368
+163
48
$1.53M 0.41%
12,312
-534
49
$1.51M 0.41%
15,338
-3,056
50
$1.5M 0.4%
17,776
-819
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