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
$845M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$5.73M
3
+$3.2M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.83M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.76M

Top Sells

1
+$962K
2
+$882K
3
+$799K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$721K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$672K

Sector Composition

1 Healthcare 8.42%
2 Technology 7.1%
3 Financials 4.68%
4 Communication Services 4.11%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$209K 0.02%
+16,338
552
$208K 0.02%
8,777
-1,088
553
$208K 0.02%
+5,506
554
$207K 0.02%
2,438
-55
555
$206K 0.02%
+2,674
556
$206K 0.02%
4,775
-735
557
$205K 0.02%
3,142
+1
558
$204K 0.02%
+2,501
559
$204K 0.02%
3,834
-667
560
$203K 0.02%
4,785
+1,824
561
$203K 0.02%
+9,241
562
$203K 0.02%
13,646
-1,114
563
$203K 0.02%
+4,007
564
$203K 0.02%
4,051
-132
565
$202K 0.02%
17,191
+455
566
$202K 0.02%
1,818
-323
567
$202K 0.02%
+8,120
568
$201K 0.02%
+12,490
569
$201K 0.02%
+4,569
570
$200K 0.02%
4,902
-1,532
571
$200K 0.02%
3,633
-432
572
$196K 0.02%
15,595
+1,308
573
$191K 0.02%
+14,285
574
$186K 0.02%
23,225
575
$186K 0.02%
+17,800
21 22
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