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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$5.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.84M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.14M

Top Sells

1
+$26.3M
2
+$17.1M
3
+$4.56M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.84%
4 Communication Services 4%
5 Financials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$234K 0.03%
+3,649
477
$233K 0.03%
6,193
-10,277
478
$233K 0.03%
4,510
-3,622
479
$232K 0.03%
4,265
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480
$231K 0.03%
+1,894
481
$230K 0.03%
6,290
-4,614
482
$228K 0.03%
+2,532
483
$228K 0.03%
10,375
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484
$227K 0.03%
+4,319
485
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+3,012
486
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487
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488
$223K 0.03%
+9,997
489
$222K 0.03%
43,198
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490
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11,949
-60,584
491
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492
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494
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10,405
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495
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1,015
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496
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497
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498
$217K 0.03%
810
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499
$217K 0.03%
+136
500
$217K 0.03%
15,593
-37,561
18 19
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