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
$996M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.9M
3
+$11.2M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$10.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$5.87M
2
+$5.76M
3
+$5.09M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.92M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.81M

Sector Composition

1 Technology 9.71%
2 Healthcare 9.28%
3 Consumer Discretionary 5.17%
4 Financials 3.78%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$224K 0.02%
10,780
-350
577
$223K 0.02%
10,570
-8,790
578
$223K 0.02%
5,153
-670
579
$221K 0.02%
5,438
580
$221K 0.02%
+5,524
581
$220K 0.02%
867
582
$220K 0.02%
+13,798
583
$219K 0.02%
7,948
-2,147
584
$219K 0.02%
+11,650
585
$218K 0.02%
+1,897
586
$216K 0.02%
5,803
587
$215K 0.02%
4,430
-287
588
$215K 0.02%
+6,541
589
$215K 0.02%
+1,061
590
$215K 0.02%
1,883
-123
591
$213K 0.02%
+3,990
592
$212K 0.02%
+5,016
593
$212K 0.02%
7,801
-634
594
$211K 0.02%
+7,743
595
$210K 0.02%
+2,711
596
$209K 0.02%
+921
597
$207K 0.02%
+4,278
598
$205K 0.02%
4,067
+43
599
$205K 0.02%
+3,470
600
$205K 0.02%
+6,459
22 23
24
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