IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.49B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$11.8M
3
+$11.7M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$10.3M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$9.75M

Top Sells

1
+$10.9M
2
+$7.34M
3
+$7.06M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$6.14M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.85M

Sector Composition

1 Technology 9.94%
2 Healthcare 4.59%
3 Financials 3.94%
4 Consumer Discretionary 3.51%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$653K 0.03%
4,532
+514
552
$650K 0.03%
+31,637
553
$649K 0.03%
3,137
-261
554
$644K 0.03%
18,569
+27
555
$642K 0.03%
7,462
+616
556
$639K 0.03%
1,602
+144
557
$639K 0.03%
2,778
+222
558
$636K 0.03%
5,918
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559
$635K 0.03%
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-89
560
$626K 0.03%
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561
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1,167
-84
562
$626K 0.03%
8,673
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563
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3,996
-25
564
$623K 0.03%
9,922
-2,044
565
$622K 0.02%
12,055
-8,935
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23,469
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567
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568
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6,377
+2,498
569
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2,465
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570
$606K 0.02%
8,384
+206
571
$605K 0.02%
7,512
+2,647
572
$605K 0.02%
10,400
-350
573
$604K 0.02%
14,016
-5
574
$600K 0.02%
8,493
+750
575
$599K 0.02%
+17,575
21 22
23
24 25