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
$996M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.9M
3
+$11.2M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$10.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$5.87M
2
+$5.76M
3
+$5.09M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.92M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.81M

Sector Composition

1 Technology 9.71%
2 Healthcare 9.28%
3 Consumer Discretionary 5.17%
4 Financials 3.78%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$303K 0.03%
3,740
-372
477
$302K 0.03%
20,495
+6,291
478
$299K 0.03%
19,139
+1,539
479
$299K 0.03%
15,025
+4,620
480
$298K 0.03%
3,246
+154
481
$296K 0.03%
28,200
+3,800
482
$296K 0.03%
5,826
-2,084
483
$296K 0.03%
11,107
+330
484
$293K 0.03%
3,538
-5
485
$292K 0.03%
7,045
+291
486
$292K 0.03%
3,087
+555
487
$289K 0.03%
6,370
+10
488
$289K 0.03%
4,457
-5,922
489
$289K 0.03%
7,265
+301
490
$287K 0.03%
11,255
+63
491
$287K 0.03%
1,376
+28
492
$287K 0.03%
4,745
+93
493
$284K 0.03%
10,866
-3,605
494
$284K 0.03%
1,922
-102
495
$283K 0.03%
+3,101
496
$281K 0.03%
+5,572
497
$279K 0.03%
2,248
-1,602
498
$278K 0.03%
22,585
-1,560
499
$278K 0.03%
5,547
+1,331
500
$278K 0.03%
+2,736
18 19
20
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