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
$735M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.37M
3
+$3.35M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.23M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.08M

Top Sells

1
+$9.3M
2
+$4.04M
3
+$1.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.07M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$999K

Sector Composition

1 Healthcare 8.01%
2 Technology 6.84%
3 Financials 4.91%
4 Communication Services 4.3%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.7M 0.64%
67,162
-10,554
27
$4.59M 0.62%
75,169
+12,497
28
$4.28M 0.58%
25,757
+2,660
29
$4.27M 0.58%
36,151
+2,652
30
$4.21M 0.57%
69,945
+10,869
31
$4.1M 0.56%
31,357
+6,310
32
$4.05M 0.55%
19,337
+1,787
33
$4.04M 0.55%
104,003
+86,731
34
$4.03M 0.55%
22,433
+2,997
35
$3.92M 0.53%
32,940
-387
36
$3.91M 0.53%
16,827
+1,369
37
$3.8M 0.52%
62,100
+7,600
38
$3.79M 0.51%
30,509
+3,326
39
$3.76M 0.51%
53,703
+5,671
40
$3.69M 0.5%
28,918
-2,858
41
$3.67M 0.5%
21,876
+522
42
$3.65M 0.5%
18,978
+1,945
43
$3.61M 0.49%
21,310
+2,137
44
$3.57M 0.48%
191,530
+17,385
45
$3.56M 0.48%
22,264
-1,630
46
$3.37M 0.46%
55,320
+16,160
47
$3.35M 0.46%
39,626
+30,675
48
$3.32M 0.45%
8,736
+1,134
49
$3.24M 0.44%
53,950
+3,802
50
$3.24M 0.44%
49,582
-12,926
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