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
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$1.9M
3
+$1.37M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.25M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.04M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$1.17M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.12M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.09M

Sector Composition

1 Technology 7.33%
2 Financials 5.44%
3 Consumer Discretionary 5.3%
4 Healthcare 4.9%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$92K 0.02%
1,543
+3
502
$92K 0.02%
1,949
503
$92K 0.02%
3,300
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504
$92K 0.02%
1,160
-1,492
505
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506
$91K 0.02%
10,272
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507
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2,156
-56
508
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509
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895
510
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2,026
-49
511
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28,560
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512
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673
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513
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4,790
514
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2,174
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515
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525
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516
$88K 0.02%
2,377
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517
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518
$87K 0.02%
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519
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2,700
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520
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521
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2,019
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522
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1,200
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523
$85K 0.02%
372
524
$85K 0.02%
1,254
525
$85K 0.02%
1,828
19 20
21
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