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
$996M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.9M
3
+$11.2M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$10.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$5.87M
2
+$5.76M
3
+$5.09M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.92M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.81M

Sector Composition

1 Technology 9.71%
2 Healthcare 9.28%
3 Consumer Discretionary 5.17%
4 Financials 3.78%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$241K 0.02%
+3,318
552
$240K 0.02%
2,874
+421
553
$238K 0.02%
+6,695
554
$238K 0.02%
4,628
+170
555
$238K 0.02%
4,741
-18
556
$238K 0.02%
4,325
-185
557
$238K 0.02%
+1,991
558
$237K 0.02%
+6,567
559
$237K 0.02%
4,682
-857
560
$237K 0.02%
6,999
-296
561
$236K 0.02%
+1,273
562
$235K 0.02%
+7,683
563
$235K 0.02%
+986
564
$235K 0.02%
2,988
+24
565
$233K 0.02%
+5,297
566
$231K 0.02%
4,439
+120
567
$229K 0.02%
809
-1
568
$229K 0.02%
3,183
+171
569
$228K 0.02%
+1,412
570
$227K 0.02%
+5,608
571
$226K 0.02%
+15,172
572
$226K 0.02%
+2,793
573
$225K 0.02%
+609
574
$224K 0.02%
+6,019
575
$224K 0.02%
+8,235
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