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
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.67M
3
+$3.56M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.48M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.01M

Top Sells

1
+$20.7M
2
+$5.53M
3
+$3.54M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.52M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.08%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.17M 0.63%
53,433
+5,271
27
$7.14M 0.63%
42,149
+8,443
28
$7.11M 0.63%
99,479
+3,927
29
$7.06M 0.62%
37,434
-6,888
30
$6.61M 0.58%
43,146
-523
31
$6.27M 0.55%
93,804
-313
32
$6.16M 0.54%
85,362
-7,684
33
$6.07M 0.54%
36,033
+1,613
34
$5.73M 0.5%
68,427
-3,945
35
$5.6M 0.49%
24,939
+2,211
36
$5.24M 0.46%
465,698
+594
37
$5.18M 0.46%
166,080
+42,412
38
$4.98M 0.44%
14,353
+124
39
$4.9M 0.43%
21,980
-1,484
40
$4.9M 0.43%
451,854
+36,698
41
$4.79M 0.42%
42,558
+7,781
42
$4.64M 0.41%
191,187
+10,580
43
$4.62M 0.41%
26,004
+3,035
44
$4.57M 0.4%
31,764
+1,422
45
$4.56M 0.4%
114,864
+6,591
46
$4.46M 0.39%
50,612
-1,380
47
$4.27M 0.38%
13,168
+535
48
$4.23M 0.37%
45,776
+179
49
$4.18M 0.37%
28,803
-600
50
$4.15M 0.37%
101,815
-1,278
1
2
3 4 5