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
$735M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.37M
3
+$3.35M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.23M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.08M

Top Sells

1
+$9.3M
2
+$4.04M
3
+$1.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.07M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$999K

Sector Composition

1 Healthcare 8.01%
2 Technology 6.84%
3 Financials 4.91%
4 Communication Services 4.3%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$130K 0.02%
14,295
-1,846
577
$128K 0.02%
13,295
578
$127K 0.02%
16,457
+305
579
$119K 0.02%
20,700
+2,700
580
$111K 0.02%
+16,893
581
$110K 0.02%
10,223
-7,696
582
$109K 0.01%
12,198
-994
583
$105K 0.01%
+10,730
584
$105K 0.01%
17,064
+5,799
585
$100K 0.01%
3,000
586
$94K 0.01%
20,460
+3,130
587
$93K 0.01%
+368
588
$91K 0.01%
10,003
-150
589
$89K 0.01%
18,915
-4,647
590
$87K 0.01%
+11,450
591
$84K 0.01%
10,172
-4,801
592
$82K 0.01%
+10,950
593
$81K 0.01%
18,612
-4,973
594
$67K 0.01%
18,155
+2,075
595
$60K 0.01%
11,488
+600
596
$60K 0.01%
11,620
-260
597
$57K 0.01%
+18,081
598
$54K 0.01%
2,699
599
$51K 0.01%
867
-286
600
$50K 0.01%
77
22 23
24
25 26