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
551
$81K 0.02%
2,526
+1,741
552
$80K 0.02%
902
+1
553
$80K 0.02%
1,040
+739
554
$80K 0.02%
4,225
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555
$80K 0.02%
+5,150
556
$79K 0.02%
1,172
+210
557
$79K 0.02%
+1,470
558
$79K 0.02%
874
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559
$79K 0.02%
2,297
-41
560
$78K 0.02%
1,036
+145
561
$78K 0.02%
1,537
+1,437
562
$78K 0.02%
5,122
563
$77K 0.02%
2,109
-33
564
$77K 0.02%
5,191
+60
565
$77K 0.02%
+4,000
566
$77K 0.02%
1,152
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567
$76K 0.02%
1,950
568
$76K 0.02%
+6,000
569
$76K 0.02%
6,261
570
$76K 0.02%
670
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571
$75K 0.02%
1,400
572
$75K 0.02%
580
573
$75K 0.02%
+17,108
574
$75K 0.02%
1,132
+466
575
$75K 0.02%
1,827
21 22
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