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
$996M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.9M
3
+$11.2M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$10.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$5.87M
2
+$5.76M
3
+$5.09M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.92M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.81M

Sector Composition

1 Technology 9.71%
2 Healthcare 9.28%
3 Consumer Discretionary 5.17%
4 Financials 3.78%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$257K 0.03%
7,390
+103
527
$257K 0.03%
5,124
-136
528
$257K 0.03%
+1,567
529
$257K 0.03%
4,964
+699
530
$255K 0.03%
+26,815
531
$254K 0.03%
1,568
+24
532
$254K 0.03%
1,533
+68
533
$253K 0.03%
7,694
+1,355
534
$252K 0.03%
9,717
+3,154
535
$252K 0.03%
9,731
-27
536
$251K 0.03%
3,074
+366
537
$251K 0.03%
+7,368
538
$251K 0.03%
5,980
-310
539
$248K 0.02%
2,638
-55
540
$248K 0.02%
4,859
-819
541
$247K 0.02%
3,251
-87
542
$247K 0.02%
9,214
+1,442
543
$246K 0.02%
2,013
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544
$246K 0.02%
17,096
+1,288
545
$246K 0.02%
3,947
+236
546
$244K 0.02%
+4,336
547
$244K 0.02%
8,042
548
$242K 0.02%
1,427
+98
549
$242K 0.02%
+805
550
$242K 0.02%
5,572
-864
20 21
22
23 24