IWM
IHT Wealth Management Portfolio holdings
AUM
$3.64B
This Quarter Return
+7.32%
1 Year Return
+15.77%
3 Year Return
+63.37%
5 Year Return
+110.54%
10 Year Return
–
AUM
$845M
AUM Growth
+$109M
(+15%)
Cap. Flow
+$59.6M
Cap. Flow
% of AUM
7.06%
Top 10 Holdings %
Top 10 Hldgs %
21.5%
Holding
663
New
52
Increased
281
Reduced
260
Closed
42
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$8.66M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$5.73M |
| 3 |
Idexx Laboratories
IDXX
|
$3.2M |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
$2.83M |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$2.76M |
Top Sells
Sector Composition
| 1 | Healthcare | 8.42% |
| 2 | Technology | 7.1% |
| 3 | Financials | 4.68% |
| 4 | Communication Services | 4.11% |
| 5 | Consumer Discretionary | 4.07% |
