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
$996M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.9M
3
+$11.2M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$10.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$5.87M
2
+$5.76M
3
+$5.09M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.92M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.81M

Sector Composition

1 Technology 9.71%
2 Healthcare 9.28%
3 Consumer Discretionary 5.17%
4 Financials 3.78%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$277K 0.03%
3,338
-205
502
$276K 0.03%
+3,580
503
$275K 0.03%
6,594
-1,339
504
$273K 0.03%
4,850
505
$273K 0.03%
+2,402
506
$272K 0.03%
3,414
+137
507
$272K 0.03%
+10,230
508
$271K 0.03%
3,928
-26,277
509
$271K 0.03%
20,227
+8,948
510
$270K 0.03%
45,113
+12,943
511
$269K 0.03%
+4,619
512
$269K 0.03%
7,827
+253
513
$268K 0.03%
1,867
+196
514
$266K 0.03%
+7,741
515
$265K 0.03%
+27,674
516
$264K 0.03%
+4,316
517
$264K 0.03%
7,693
+887
518
$264K 0.03%
12,067
+1,692
519
$264K 0.03%
+1,625
520
$263K 0.03%
+3,640
521
$262K 0.03%
153
+17
522
$262K 0.03%
+4,446
523
$259K 0.03%
+9,692
524
$258K 0.03%
+1,871
525
$258K 0.03%
1,517
-272
19 20
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