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
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.87M
3
+$3.02M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.83M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.02M

Top Sells

1
+$353K
2
+$282K
3
+$234K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$187K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$109K 0.03%
+2,121
477
$108K 0.03%
1,990
+447
478
$108K 0.03%
2,085
479
$107K 0.03%
1,949
+63
480
$106K 0.03%
2,185
+1,375
481
$106K 0.03%
1,167
+3
482
$104K 0.03%
2,075
-9
483
$103K 0.03%
10,686
484
$103K 0.03%
+5,400
485
$102K 0.03%
1,022
+318
486
$102K 0.03%
+3,649
487
$102K 0.03%
1,025
+820
488
$101K 0.03%
15,281
489
$100K 0.03%
2,268
-619
490
$100K 0.03%
+1,325
491
$100K 0.03%
2,712
+86
492
$100K 0.03%
2,020
+1,276
493
$100K 0.03%
460
+10
494
$99K 0.03%
3,257
+346
495
$99K 0.03%
1,432
+367
496
$99K 0.03%
3,161
+1,060
497
$99K 0.03%
2,212
-32
498
$99K 0.03%
1,832
499
$99K 0.03%
700
+398
500
$99K 0.03%
+3,987
18 19
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