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
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.67M
3
+$3.56M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.48M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.01M

Top Sells

1
+$20.7M
2
+$5.53M
3
+$3.54M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.52M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.08%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$259K 0.02%
9,603
+160
577
$257K 0.02%
3,144
+19
578
$257K 0.02%
4,569
-2
579
$257K 0.02%
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580
$256K 0.02%
3,481
-204
581
$255K 0.02%
6,721
-568
582
$254K 0.02%
+8,917
583
$253K 0.02%
7,951
-155
584
$252K 0.02%
15,664
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585
$252K 0.02%
2,326
+94
586
$252K 0.02%
63
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587
$250K 0.02%
+5,533
588
$250K 0.02%
6,355
-23
589
$249K 0.02%
4,359
+29
590
$249K 0.02%
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-1,497
591
$249K 0.02%
11,469
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592
$249K 0.02%
9,760
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593
$248K 0.02%
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594
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4,423
-3,342
595
$246K 0.02%
+7,539
596
$244K 0.02%
+38,886
597
$244K 0.02%
3,741
-177
598
$244K 0.02%
33,598
599
$244K 0.02%
7,831
+231
600
$243K 0.02%
3,178
-140
22 23
24
25 26