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
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.87M
3
+$3.02M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.83M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.02M

Top Sells

1
+$353K
2
+$282K
3
+$234K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$187K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$88K 0.02%
+1,603
527
$88K 0.02%
1,270
+107
528
$87K 0.02%
3,000
-860
529
$87K 0.02%
663
530
$87K 0.02%
+4,342
531
$87K 0.02%
3,393
-572
532
$86K 0.02%
706
+17
533
$86K 0.02%
1,004
534
$85K 0.02%
1,618
+836
535
$84K 0.02%
256
-18
536
$84K 0.02%
1,724
+24
537
$84K 0.02%
5,643
538
$83K 0.02%
1,340
-35
539
$83K 0.02%
+3,473
540
$83K 0.02%
858
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541
$83K 0.02%
+1,643
542
$82K 0.02%
372
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543
$82K 0.02%
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544
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693
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545
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808
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546
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689
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547
$81K 0.02%
1,113
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548
$81K 0.02%
983
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549
$81K 0.02%
+822
550
$81K 0.02%
622
+382
20 21
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