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
$735M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.37M
3
+$3.35M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.23M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.08M

Top Sells

1
+$9.3M
2
+$4.04M
3
+$1.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.07M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$999K

Sector Composition

1 Healthcare 8.01%
2 Technology 6.84%
3 Financials 4.91%
4 Communication Services 4.3%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$229K 0.03%
+4,251
502
$228K 0.03%
4,262
-336
503
$227K 0.03%
3,466
504
$226K 0.03%
14,760
-2,905
505
$226K 0.03%
+7,183
506
$226K 0.03%
9,146
-1,691
507
$224K 0.03%
+5,117
508
$224K 0.03%
3,319
-2,538
509
$224K 0.03%
+7,639
510
$223K 0.03%
4,707
-6,020
511
$223K 0.03%
4,508
+20
512
$223K 0.03%
3,749
-336
513
$223K 0.03%
+8,590
514
$221K 0.03%
16,925
-22,081
515
$220K 0.03%
+8,211
516
$219K 0.03%
+2,639
517
$219K 0.03%
+3,305
518
$218K 0.03%
+890
519
$217K 0.03%
20,551
+1,676
520
$217K 0.03%
+2,678
521
$217K 0.03%
12,250
-700
522
$216K 0.03%
+4,493
523
$216K 0.03%
8,605
-1,000
524
$215K 0.03%
12,761
-9,554
525
$215K 0.03%
+4,419
19 20
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