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
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.87M
3
+$3.02M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.83M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.02M

Top Sells

1
+$353K
2
+$282K
3
+$234K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$187K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$99K 0.03%
+3,959
502
$98K 0.03%
2,381
+1
503
$97K 0.03%
1,533
504
$96K 0.03%
4,790
-1,200
505
$96K 0.03%
2,814
506
$96K 0.03%
5,805
+197
507
$95K 0.03%
+3,110
508
$94K 0.02%
4,377
-115
509
$93K 0.02%
1,828
+67
510
$93K 0.02%
2,378
-34
511
$93K 0.02%
1,540
+1,440
512
$92K 0.02%
+2,322
513
$92K 0.02%
670
-10
514
$92K 0.02%
3,272
+501
515
$92K 0.02%
800
-14
516
$92K 0.02%
+3,325
517
$91K 0.02%
1,253
+363
518
$91K 0.02%
557
-40
519
$90K 0.02%
1,254
+594
520
$90K 0.02%
1,716
+1,299
521
$90K 0.02%
1,213
+1
522
$89K 0.02%
+1,770
523
$89K 0.02%
1,716
+201
524
$89K 0.02%
1,696
525
$89K 0.02%
+2,137
19 20
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