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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$5.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.84M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.14M

Top Sells

1
+$26.3M
2
+$17.1M
3
+$4.56M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.84%
4 Communication Services 4%
5 Financials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.68M 0.64%
61,047
-471
27
$4.51M 0.62%
45,982
-267,341
28
$4.39M 0.6%
62,180
+1,800
29
$4.37M 0.6%
63,950
-11,243
30
$4.34M 0.6%
457,200
+57,080
31
$4.02M 0.55%
60,880
+5,970
32
$3.9M 0.53%
48,030
+1,018
33
$3.84M 0.53%
34,444
-5,038
34
$3.79M 0.52%
16,694
-7,851
35
$3.77M 0.52%
26,315
-8,014
36
$3.74M 0.51%
19,349
-1,346
37
$3.66M 0.5%
54,351
-1,119
38
$3.63M 0.5%
158,885
-60,598
39
$3.52M 0.48%
19,229
+8,257
40
$3.47M 0.47%
30,779
-3,410
41
$3.46M 0.47%
429,788
+4,962
42
$3.41M 0.47%
17,691
-1,277
43
$3.25M 0.45%
29,802
-903
44
$3.18M 0.44%
53,051
-12,361
45
$3.17M 0.43%
54,206
+21,748
46
$3.13M 0.43%
14,505
+691
47
$3.12M 0.43%
65,596
-30,637
48
$3.11M 0.43%
56,411
-13,922
49
$3.1M 0.43%
32,976
-2,872
50
$3.09M 0.42%
98,748
+8,455
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