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
$735M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.37M
3
+$3.35M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.23M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.08M

Top Sells

1
+$9.3M
2
+$4.04M
3
+$1.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.07M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$999K

Sector Composition

1 Healthcare 8.01%
2 Technology 6.84%
3 Financials 4.91%
4 Communication Services 4.3%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$215K 0.03%
6,840
+320
527
$215K 0.03%
+1,733
528
$214K 0.03%
+2,141
529
$214K 0.03%
4,065
-49
530
$214K 0.03%
+8,382
531
$213K 0.03%
16,741
+300
532
$213K 0.03%
10,683
-1,082
533
$213K 0.03%
+2,493
534
$213K 0.03%
+6,264
535
$212K 0.03%
+2,652
536
$212K 0.03%
8,362
-2
537
$212K 0.03%
+1,704
538
$211K 0.03%
+5,695
539
$210K 0.03%
+4,183
540
$209K 0.03%
10,814
-1,252
541
$209K 0.03%
9,883
+89
542
$209K 0.03%
+9,967
543
$209K 0.03%
+3,141
544
$208K 0.03%
+3,113
545
$208K 0.03%
5,510
+5
546
$208K 0.03%
+4,496
547
$208K 0.03%
+1,441
548
$206K 0.03%
18,567
-1,993
549
$206K 0.03%
+6,378
550
$205K 0.03%
7,597
+651
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