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
$735M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.37M
3
+$3.35M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.23M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.08M

Top Sells

1
+$9.3M
2
+$4.04M
3
+$1.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.07M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$999K

Sector Composition

1 Healthcare 8.01%
2 Technology 6.84%
3 Financials 4.91%
4 Communication Services 4.3%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$247K 0.03%
1,622
+30
477
$247K 0.03%
7,026
-1,081
478
$247K 0.03%
+13,840
479
$246K 0.03%
2,395
-983
480
$246K 0.03%
44,907
+8,281
481
$243K 0.03%
6,434
-1,003
482
$242K 0.03%
1,348
-40
483
$240K 0.03%
1,628
+336
484
$240K 0.03%
14,579
-1,047
485
$240K 0.03%
+4,501
486
$239K 0.03%
6,323
-120
487
$239K 0.03%
+7,021
488
$238K 0.03%
3,774
-278
489
$237K 0.03%
+3,240
490
$237K 0.03%
2,996
-611
491
$236K 0.03%
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492
$236K 0.03%
1,392
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493
$234K 0.03%
+1,431
494
$234K 0.03%
8,280
-60
495
$232K 0.03%
7,437
-190
496
$232K 0.03%
+7,885
497
$231K 0.03%
1,374
-107
498
$231K 0.03%
+4,360
499
$230K 0.03%
+6,226
500
$229K 0.03%
+9,865
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