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
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.87M
3
+$3.02M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.83M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.02M

Top Sells

1
+$353K
2
+$282K
3
+$234K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$187K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$74K 0.02%
2,562
+365
577
$74K 0.02%
1,232
+850
578
$74K 0.02%
4,196
579
$74K 0.02%
1,090
+155
580
$74K 0.02%
2,613
+1,807
581
$73K 0.02%
1,349
+8
582
$73K 0.02%
93
+66
583
$73K 0.02%
2,827
+336
584
$73K 0.02%
+8,833
585
$72K 0.02%
3,800
586
$72K 0.02%
1,347
+1,097
587
$71K 0.02%
1,094
-171
588
$71K 0.02%
1,660
+9
589
$71K 0.02%
527
590
$71K 0.02%
4,074
+3,999
591
$71K 0.02%
1,487
592
$71K 0.02%
1,548
-36
593
$71K 0.02%
542
594
$70K 0.02%
1,351
+1,053
595
$70K 0.02%
1,100
+750
596
$69K 0.02%
1,566
+152
597
$69K 0.02%
+1,125
598
$69K 0.02%
+643
599
$69K 0.02%
380
-20
600
$69K 0.02%
592
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