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
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.67M
3
+$3.56M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.48M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.01M

Top Sells

1
+$20.7M
2
+$5.53M
3
+$3.54M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.52M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.08%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$304K 0.03%
25,884
527
$303K 0.03%
12,573
+167
528
$300K 0.03%
1,400
529
$300K 0.03%
3,749
-404
530
$300K 0.03%
+14,090
531
$298K 0.03%
+10,641
532
$297K 0.03%
9,047
-23
533
$297K 0.03%
+5,431
534
$296K 0.03%
+9,730
535
$295K 0.03%
3,111
+218
536
$294K 0.03%
11,954
+376
537
$294K 0.03%
2,520
-606
538
$291K 0.03%
14,182
+47
539
$290K 0.03%
3,788
-1,725
540
$288K 0.03%
6,308
+22
541
$288K 0.03%
9,705
+1,540
542
$286K 0.03%
1,786
+14
543
$285K 0.03%
12,923
+1,488
544
$284K 0.03%
2,986
-395
545
$284K 0.03%
2,577
-154
546
$282K 0.02%
+32,458
547
$279K 0.02%
4,499
-177
548
$279K 0.02%
2,990
549
$278K 0.02%
3,848
-264
550
$278K 0.02%
2,916
+3
20 21
22
23 24