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
551
$202K 0.03%
+1,615
552
$202K 0.03%
+7,541
553
$201K 0.03%
1,099
-194
554
$201K 0.03%
+7,905
555
$196K 0.03%
8,124
-275
556
$196K 0.03%
18,515
-200
557
$195K 0.03%
20,387
+1,229
558
$193K 0.03%
13,390
-8,805
559
$183K 0.02%
16,736
+1,500
560
$167K 0.02%
16,564
-2,732
561
$162K 0.02%
14,287
+358
562
$160K 0.02%
23,225
563
$159K 0.02%
+21,330
564
$157K 0.02%
2,997
+9
565
$153K 0.02%
17,924
-2,035
566
$150K 0.02%
+5,306
567
$148K 0.02%
12,930
568
$145K 0.02%
+1,753
569
$143K 0.02%
272
+101
570
$137K 0.02%
11,900
571
$135K 0.02%
2,961
-287
572
$134K 0.02%
+11,590
573
$134K 0.02%
17,272
-1,645
574
$132K 0.02%
+26,067
575
$132K 0.02%
64,565
21 22
23
24 25