IWM
IHT Wealth Management Portfolio holdings
AUM $3.2B
AUM
$3.2B
AUM Growth
+$102M (+3%)
Cap. Flow
+$222M
Cap. Flow % of AUM
6.94%
Top 10 Holdings %Top 10 Hldgs %
19.68%
Holding
1,165
New
87
Increased
467
Reduced
488
Closed
80
Top Buys
| 1 | $41.4M | |
| 2 | $28.5M | |
| 3 | $24.4M | |
| 4 | $20.9M | |
| 5 | $16.6M |
Top Sells
| 1 | $25.3M | |
| 2 | $18.4M | |
| 3 | $11.9M | |
| 4 | $9.54M | |
| 5 | $9.16M |
Sector Composition
| 1 | Technology | 10.23% |
| 2 | Consumer Discretionary | 4.17% |
| 3 | Financials | 4.12% |
| 4 | Healthcare | 2.88% |
| 5 | Industrials | 2.72% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $815K | 0.03% | 4,493 | New | +$815K | |||
| $800K | 0.03% | 5,220 +131 | +3% | +$20.1K | |||
| $795K | 0.02% | 805 -21 | -3% | -$20.7K | |||
| $793K | 0.02% | 7,845 | New | +$793K | |||
| $792K | 0.02% | 17,871 +2,234 | +14% | +$99K | |||
| $791K | 0.02% | 3,820 +54 | +1% | +$11.2K | |||
| $790K | 0.02% | 23,961 -200 | -0.8% | -$6.6K | |||
| $789K | 0.02% | 1,160 -200 | -15% | -$136K | |||
| $787K | 0.02% | 6,745 +83 | +1% | +$9.69K | |||
| $787K | 0.02% | 27,688 | – | – | |||
| $785K | 0.02% | 17,026 -788 | -4% | -$36.3K | |||
| $783K | 0.02% | 25,281 -3,390 | -12% | -$105K | |||
| $782K | 0.02% | 8,641 -2,238 | -21% | -$203K | |||
| $782K | 0.02% | 11,546 -1,199 | -9% | -$81.2K | |||
| $782K | 0.02% | 2,549 -84 | -3% | -$25.8K | |||
| $775K | 0.02% | 16,289 +293 | +2% | +$13.9K | |||
| $772K | 0.02% | 13,240 +2,262 | +21% | +$132K | |||
| $771K | 0.02% | 1 | – | – | |||
| $769K | 0.02% | 4,431 -124 | -3% | -$21.5K | |||
| $763K | 0.02% | 6,832 -102 | -1% | -$11.4K | |||
| $761K | 0.02% | 20,665 +6,669 | +48% | +$245K | |||
| $759K | 0.02% | 2,331 -15 | -0.6% | -$4.88K | |||
| $758K | 0.02% | 9,543 -60 | -0.6% | -$4.77K | |||
| $754K | 0.02% | 18,447 -722 | -4% | -$29.5K | |||
| $747K | 0.02% | 1,542 -242 | -14% | -$117K |
