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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$5.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.84M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.14M

Top Sells

1
+$26.3M
2
+$17.1M
3
+$4.56M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.84%
4 Communication Services 4%
5 Financials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$123K 0.02%
13,632
-11,189
552
$120K 0.02%
25,706
+935
553
$111K 0.02%
15,161
-326
554
$108K 0.01%
11,788
+1,166
555
$108K 0.01%
14,747
+322
556
$107K 0.01%
428
557
$106K 0.01%
1,475
+80
558
$105K 0.01%
14,075
-360
559
$103K 0.01%
20,059
+2,016
560
$102K 0.01%
21,760
561
$99K 0.01%
11,660
562
$97K 0.01%
11,350
-350
563
$87K 0.01%
+10,115
564
$86K 0.01%
28,155
+10,000
565
$81K 0.01%
13,505
-500
566
$79K 0.01%
8,254
+220
567
$75K 0.01%
17,018
-375
568
$65K 0.01%
2,600
+200
569
$65K 0.01%
29,850
-4,000
570
$62K 0.01%
12,142
-100
571
$59K 0.01%
15,000
+3,000
572
$53K 0.01%
2,644
-424
573
$40K 0.01%
2,583
574
$38K 0.01%
20,500
+3,500
575
$38K 0.01%
70,038
+50,000
21 22
23
24 25