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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$5.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.84M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.14M

Top Sells

1
+$26.3M
2
+$17.1M
3
+$4.56M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.84%
4 Communication Services 4%
5 Financials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$216K 0.03%
2,708
+129
502
$216K 0.03%
+624
503
$215K 0.03%
+17,394
504
$215K 0.03%
+1,544
505
$214K 0.03%
+7,198
506
$214K 0.03%
+3,950
507
$212K 0.03%
+1,817
508
$211K 0.03%
+5,803
509
$211K 0.03%
+7,574
510
$211K 0.03%
2,560
-6,126
511
$210K 0.03%
+6,806
512
$209K 0.03%
+64
513
$209K 0.03%
+2,911
514
$209K 0.03%
+2,006
515
$208K 0.03%
27,000
-71,323
516
$208K 0.03%
+6,680
517
$207K 0.03%
4,216
-5,273
518
$206K 0.03%
14,715
-14,977
519
$205K 0.03%
+8,860
520
$204K 0.03%
+2,453
521
$204K 0.03%
17,600
-561
522
$204K 0.03%
7,894
-290
523
$203K 0.03%
+4,024
524
$203K 0.03%
6,580
-6,053
525
$203K 0.03%
+3,711
19 20
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