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
$996M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.9M
3
+$11.2M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$10.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$5.87M
2
+$5.76M
3
+$5.09M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.92M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.81M

Sector Composition

1 Technology 9.71%
2 Healthcare 9.28%
3 Consumer Discretionary 5.17%
4 Financials 3.78%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.44M 0.55%
74,260
+8,080
27
$5.34M 0.54%
144,050
-9,685
28
$5.18M 0.52%
+507,874
29
$5.13M 0.52%
94,506
-265
30
$5.04M 0.51%
59,957
-1,090
31
$4.95M 0.5%
77,167
+31,024
32
$4.9M 0.49%
46,476
-9,681
33
$4.86M 0.49%
76,742
+22,536
34
$4.74M 0.48%
115,924
-7,086
35
$4.67M 0.47%
23,359
+4,010
36
$4.65M 0.47%
17,762
+1,068
37
$4.6M 0.46%
92,789
+48,471
38
$4.56M 0.46%
15,509
+1,004
39
$4.5M 0.45%
38,374
+8,572
40
$4.41M 0.44%
35,506
+1,062
41
$4.2M 0.42%
418,122
-24,724
42
$4.12M 0.41%
191,094
+32,209
43
$4.07M 0.41%
57,961
-5,989
44
$4M 0.4%
58,767
-2,113
45
$3.97M 0.4%
66,794
+10,383
46
$3.97M 0.4%
462,362
+32,574
47
$3.86M 0.39%
25,743
-572
48
$3.83M 0.38%
18,761
+1,070
49
$3.81M 0.38%
13,729
+2,419
50
$3.8M 0.38%
16,824
+15,809
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