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
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.67M
3
+$3.56M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.48M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.01M

Top Sells

1
+$20.7M
2
+$5.53M
3
+$3.54M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.52M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.08%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$329K 0.03%
2,630
+4
502
$329K 0.03%
2,300
+10
503
$325K 0.03%
12,942
+1,376
504
$325K 0.03%
2,865
-719
505
$324K 0.03%
7,813
-508
506
$323K 0.03%
12,045
+852
507
$322K 0.03%
5,008
-645
508
$321K 0.03%
5,867
-1,144
509
$321K 0.03%
1,968
-9
510
$320K 0.03%
32,707
511
$319K 0.03%
+23,743
512
$317K 0.03%
5,533
-98
513
$316K 0.03%
9,614
-1,147
514
$316K 0.03%
4,449
-741
515
$315K 0.03%
662
+181
516
$314K 0.03%
19,650
+7,810
517
$314K 0.03%
18,652
518
$313K 0.03%
21,193
-682
519
$313K 0.03%
3,941
-26
520
$313K 0.03%
21,276
-3,219
521
$311K 0.03%
1,443
-99
522
$308K 0.03%
7,487
+15
523
$307K 0.03%
6,741
+105
524
$305K 0.03%
5,984
+2,122
525
$304K 0.03%
3,635
+1
19 20
21
22 23