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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$5.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.84M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.14M

Top Sells

1
+$26.3M
2
+$17.1M
3
+$4.56M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.84%
4 Communication Services 4%
5 Financials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$202K 0.03%
+1,901
527
$201K 0.03%
14,204
-11,168
528
$201K 0.03%
+15,808
529
$201K 0.03%
+1,465
530
$199K 0.03%
+31,635
531
$195K 0.03%
11,130
-312
532
$192K 0.03%
32,170
-78,961
533
$189K 0.03%
18,356
-9,182
534
$180K 0.02%
11,279
-9,472
535
$179K 0.02%
13,658
+1,071
536
$175K 0.02%
+11,895
537
$167K 0.02%
23,225
538
$163K 0.02%
34,995
-99,380
539
$163K 0.02%
23,242
+38
540
$152K 0.02%
10,870
-186,708
541
$148K 0.02%
13,034
-5,031
542
$146K 0.02%
867
543
$137K 0.02%
10,090
-10,085
544
$136K 0.02%
16,405
-347
545
$135K 0.02%
15,850
-60,440
546
$131K 0.02%
13,703
+1,035
547
$130K 0.02%
21
548
$130K 0.02%
13,025
-14,333
549
$129K 0.02%
15,275
-2,476
550
$128K 0.02%
10,336
-6,330
20 21
22
23 24