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 4.84%
4 Communication Services 4%
5 Financials 3.62%
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
– –
-10,209
579
– –
-10,100
580
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-10,025
581
– –
-12,151
582
– –
-27,500
583
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-154,912
584
– –
-1,532
585
– –
-29,467
586
– –
-9,927
587
– –
-18,391
588
– –
-2,666
589
– –
-107,502
590
– –
-6,512
591
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-14,379
592
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-244,263
593
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-2,486
594
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-11,171
595
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-23,369
596
– –
-228,402
597
– –
-1,739
598
– –
-10,270
599
– –
-12,042
600
– –
-3,758
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