IWM
IHT Wealth Management Portfolio holdings
AUM $3.2B
AUM
$3.2B
AUM Growth
+$102M (+3%)
Cap. Flow
+$222M
Cap. Flow % of AUM
6.94%
Top 10 Holdings %Top 10 Hldgs %
19.68%
Holding
1,165
New
87
Increased
467
Reduced
488
Closed
80
Top Buys
| 1 | $41.4M | |
| 2 | $28.5M | |
| 3 | $24.4M | |
| 4 | $20.9M | |
| 5 | $16.6M |
Top Sells
| 1 | $25.3M | |
| 2 | $18.4M | |
| 3 | $11.9M | |
| 4 | $9.54M | |
| 5 | $9.16M |
Sector Composition
| 1 | Technology | 10.23% |
| 2 | Consumer Discretionary | 4.17% |
| 3 | Financials | 4.12% |
| 4 | Healthcare | 2.88% |
| 5 | Industrials | 2.72% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $686K | 0.02% | 15,623 +331 | +2% | +$14.5K | |||
| $681K | 0.02% | 1,858 -63 | -3% | -$23.1K | |||
| $673K | 0.02% | 5,764 | New | +$673K | |||
| $671K | 0.02% | 14,582 -327 | -2% | -$15K | |||
| $670K | 0.02% | 2,927 +42 | +1% | +$9.62K | |||
| $669K | 0.02% | 21,965 -5,353 | -20% | -$163K | |||
| $663K | 0.02% | 10,927 +1,878 | +21% | +$114K | |||
| $663K | 0.02% | 9,043 -767 | -8% | -$56.2K | |||
| $661K | 0.02% | 3,160 +77 | +3% | +$16.1K | |||
| $660K | 0.02% | 83,007 -5,300 | -6% | -$42.1K | |||
| $657K | 0.02% | 10,365 -36 | -0.4% | -$2.28K | |||
| $655K | 0.02% | 9,164 +13 | +0.1% | +$929 | |||
| $653K | 0.02% | 26,186 +6,349 | +32% | +$158K | |||
| $651K | 0.02% | 15,821 +29 | +0.2% | +$1.19K | |||
| $651K | 0.02% | 12,294 -273 | -2% | -$14.4K | |||
| $650K | 0.02% | 333 +10 | +3% | +$19.5K | |||
| $649K | 0.02% | 13,360 +2,392 | +22% | +$116K | |||
| $648K | 0.02% | 3,446 -1,680 | -33% | -$316K | |||
| $644K | 0.02% | 9,518 -101 | -1% | -$6.84K | |||
| $644K | 0.02% | 4,966 +108 | +2% | +$14K | |||
| $642K | 0.02% | 14,180 -524 | -4% | -$23.7K | |||
| $641K | 0.02% | 7,789 -105 | -1% | -$8.64K | |||
| $639K | 0.02% | 13,348 +2,950 | +28% | +$141K | |||
| $638K | 0.02% | 5,502 +75 | +1% | +$8.7K | |||
| $633K | 0.02% | 30,492 +5,985 | +24% | +$124K |
