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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$5.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.84M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.14M

Top Sells

1
+$26.3M
2
+$17.1M
3
+$4.56M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.83%
4 Communication Services 4%
5 Financials 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$35K ﹤0.01%
+12,637
577
$35K ﹤0.01%
1,491
+441
578
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-248
579
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-1,532
580
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-2,577
581
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-3,727
582
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583
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584
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-46,790
585
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-1,176
586
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-30,443
587
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-2,884
588
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-50,406
589
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-5,188
590
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-14,820
591
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-28,765
592
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-21,330
593
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594
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-64,565
595
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596
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-18,032
597
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600
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