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
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.67M
3
+$3.56M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.48M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.01M

Top Sells

1
+$20.7M
2
+$5.53M
3
+$3.54M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.52M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.08%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$363K 0.03%
5,630
-403
477
$358K 0.03%
+6,301
478
$356K 0.03%
4,344
+639
479
$350K 0.03%
2,081
-168
480
$349K 0.03%
2,967
+253
481
$349K 0.03%
6,790
-178
482
$347K 0.03%
4,222
+162
483
$346K 0.03%
6,430
-495
484
$344K 0.03%
13,402
+2,148
485
$341K 0.03%
17,550
-2,700
486
$341K 0.03%
4,523
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487
$341K 0.03%
4,876
-93
488
$340K 0.03%
3,484
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489
$340K 0.03%
4,159
-198
490
$339K 0.03%
1,970
-1
491
$339K 0.03%
8,139
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492
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4,109
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493
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2,962
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494
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9,912
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495
$335K 0.03%
15,146
496
$334K 0.03%
66,041
+6,315
497
$333K 0.03%
3,312
+1
498
$332K 0.03%
7,315
+3,311
499
$332K 0.03%
8,603
+100
500
$330K 0.03%
5,358
-1,548
18 19
20
21 22