IWM

IHT Wealth Management Portfolio holdings

AUM $3.2B
This Quarter Return
-2.31%
1 Year Return
+8.38%
3 Year Return
+26.61%
5 Year Return
+134.16%
10 Year Return
–
AUM
$3.2B
AUM Growth
+$102M
Cap. Flow
+$193M
Cap. Flow %
6.01%
Top 10 Hldgs %
19.68%
Holding
1,165
New
87
Increased
467
Reduced
488
Closed
80

Top Buys

1
$41.4M
2
$28.5M
3
$24.4M
4
$20.9M
5
$16.6M

Top Sells

1
$25.3M
2
$18.4M
3
$11.9M
4
$9.54M
5
$9.16M

Sector Composition

1Technology10.2%
2Consumer Discretionary4.18%
3Financials4.12%
4Healthcare2.88%
5Industrials2.71%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$987K0.03% 15,552
+4,352
+39%
+$276K
$986K0.03% 46,239
-6,436
-12%
-$137K
$986K0.03% 3,228
+458
+17%
+$140K
$985K0.03% 26,005
+1,060
+4%
+$40.1K
$980K0.03% 21,274
+4,425
+26%
+$204K
$979K0.03% 5,725
+490
+9%
+$83.8K
$977K0.03% 10,020
-3,808
-28%
-$371K
$976K0.03% 24,728
-2,255
-8%
-$89K
$967K0.03% 3,971
+71
+2%
+$17.3K
$966K0.03% 18,882
-233
-1%
-$11.9K
$963K0.03% 28,088
+1,466
+6%
+$50.3K
$961K0.03% 3,397
+536
+19%
+$152K
$960K0.03% 18,464
-1,216
-6%
-$63.2K
$960K0.03% 30,704
-11,800
-28%
-$369K
$956K0.03% 8,609
+4,247
+97%
+$472K
$955K0.03% 12,929
+832
+7%
+$61.5K
$953K0.03% 6,222
+356
+6%
+$54.5K
$937K0.03% 9,819
+1,003
+11%
+$95.7K
$927K0.03% 15,123
+9,393
+164%
+$576K
$916K0.03% 24,505
-5,248
-18%
-$196K
$913K0.03% 162,661
-221
-0.1%
-$1.24K
$906K0.03% 6,142
-71
-1%
-$10.5K
$904K0.03% 2,426
-119
-5%
-$44.3K
$904K0.03% 4,480
-119
-3%
-$24K
$897K0.03% 106,931
-7,400
-6%
-$62.1K
1 181920212247