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
$845M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$5.73M
3
+$3.2M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.83M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.76M

Top Sells

1
+$962K
2
+$882K
3
+$799K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$721K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$672K

Sector Composition

1 Healthcare 8.42%
2 Technology 7.1%
3 Financials 4.68%
4 Communication Services 4.11%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$185K 0.02%
13,665
-6,715
577
$181K 0.02%
12,906
-6,922
578
$181K 0.02%
64,565
579
$176K 0.02%
3,007
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580
$168K 0.02%
17,515
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581
$163K 0.02%
15,487
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582
$157K 0.02%
5,411
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583
$152K 0.02%
21,330
584
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-173
585
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352
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586
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+10,650
587
$142K 0.02%
12,632
-1,663
588
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24,300
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589
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13,295
590
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17,210
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593
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17,366
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20,460
595
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10,245
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596
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10,007
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16,193
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598
$93K 0.01%
3,000
599
$89K 0.01%
1,495
-258
600
$89K 0.01%
10,172
22 23
24
25 26