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
$845M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$5.73M
3
+$3.2M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.83M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.76M

Top Sells

1
+$962K
2
+$882K
3
+$799K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$721K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$672K

Sector Composition

1 Healthcare 8.42%
2 Technology 7.1%
3 Financials 4.68%
4 Communication Services 4.11%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$252K 0.03%
4,245
-115
502
$251K 0.03%
5,251
-9,630
503
$249K 0.03%
2,630
-9
504
$249K 0.03%
1,692
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505
$249K 0.03%
4,046
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506
$248K 0.03%
+3,874
507
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13,275
-2,325
508
$247K 0.03%
1,484
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509
$246K 0.03%
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510
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511
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1,291
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512
$246K 0.03%
8,962
-184
513
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9,089
-1,236
514
$244K 0.03%
64
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515
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+3,473
516
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11,800
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517
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518
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8,262
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519
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1,407
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520
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521
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3,305
522
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3,658
-91
523
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3,571
-984
524
$233K 0.03%
3,391
+151
525
$233K 0.03%
11,330
-1,600
19 20
21
22 23