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
$845M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$5.73M
3
+$3.2M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.83M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.76M

Top Sells

1
+$962K
2
+$882K
3
+$799K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$721K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$672K

Sector Composition

1 Healthcare 8.42%
2 Technology 7.1%
3 Financials 4.68%
4 Communication Services 4.11%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$270K 0.03%
+3,580
477
$268K 0.03%
2,220
-2,481
478
$267K 0.03%
20,384
-3
479
$267K 0.03%
4,742
+323
480
$267K 0.03%
11,354
+1,471
481
$266K 0.03%
10,011
-5,468
482
$266K 0.03%
7,545
-735
483
$264K 0.03%
2,315
+161
484
$264K 0.03%
2,729
-7,450
485
$263K 0.03%
7,437
486
$263K 0.03%
5,162
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487
$260K 0.03%
9,525
+1,620
488
$260K 0.03%
2,712
-61
489
$259K 0.03%
+5,422
490
$259K 0.03%
3,222
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491
$259K 0.03%
5,156
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$258K 0.03%
2,729
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493
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494
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3,536
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495
$256K 0.03%
4,623
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496
$256K 0.03%
7,310
+470
497
$256K 0.03%
3,834
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498
$253K 0.03%
1,304
-44
499
$253K 0.03%
+2,104
500
$252K 0.03%
+849
18 19
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