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
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.67M
3
+$3.56M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.48M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.01M

Top Sells

1
+$20.7M
2
+$5.53M
3
+$3.54M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.52M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.08%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$278K 0.02%
5,456
-57
552
$277K 0.02%
+2,728
553
$276K 0.02%
11,061
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554
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555
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5,205
-1,452
556
$273K 0.02%
8,407
557
$272K 0.02%
807
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558
$272K 0.02%
11,273
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559
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560
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2,516
-41
562
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2,196
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563
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11,213
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564
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3,162
565
$267K 0.02%
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-491
566
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4,054
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569
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3,121
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571
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9,269
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572
$262K 0.02%
3,370
-21
573
$262K 0.02%
20,541
+205
574
$261K 0.02%
906
+1
575
$260K 0.02%
11,193
-525
21 22
23
24 25