IWM
IHT Wealth Management Portfolio holdings
AUM $3.2B
AUM
$3.2B
AUM Growth
+$102M (+3%)
Cap. Flow
+$222M
Cap. Flow % of AUM
6.94%
Top 10 Holdings %Top 10 Hldgs %
19.68%
Holding
1,165
New
87
Increased
467
Reduced
488
Closed
80
Top Buys
| 1 | $41.4M | |
| 2 | $28.5M | |
| 3 | $24.4M | |
| 4 | $20.9M | |
| 5 | $16.6M |
Top Sells
| 1 | $25.3M | |
| 2 | $18.4M | |
| 3 | $11.9M | |
| 4 | $9.54M | |
| 5 | $9.16M |
Sector Composition
| 1 | Technology | 10.23% |
| 2 | Consumer Discretionary | 4.17% |
| 3 | Financials | 4.12% |
| 4 | Healthcare | 2.88% |
| 5 | Industrials | 2.72% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $629K | 0.02% | 5,162 +625 | +14% | +$76.2K | |||
| $628K | 0.02% | 1,872 +21 | +1% | +$7.05K | |||
| $625K | 0.02% | 20,334 +685 | +3% | +$21.1K | |||
| $623K | 0.02% | 21,470 +38 | +0.2% | +$1.1K | |||
| $617K | 0.02% | 14,254 -1,917 | -12% | -$83K | |||
| $616K | 0.02% | 17,997 +7,998 | +80% | +$274K | |||
| $616K | 0.02% | 18,589 +3,450 | +23% | +$114K | |||
| $614K | 0.02% | 18,713 -1,337 | -7% | -$43.8K | |||
| $613K | 0.02% | 1,413 +80 | +6% | +$34.7K | |||
| $602K | 0.02% | 73,296 | New | +$602K | |||
| $601K | 0.02% | 127 -2 | -2% | -$9.47K | |||
| $600K | 0.02% | 5,852 +11 | +0.2% | +$1.13K | |||
| $596K | 0.02% | 7,422 +524 | +8% | +$42.1K | |||
| $595K | 0.02% | 4,923 -144 | -3% | -$17.4K | |||
| $592K | 0.02% | 9,375 +1,738 | +23% | +$110K | |||
| $591K | 0.02% | 9,155 -502 | -5% | -$32.4K | |||
| $590K | 0.02% | 4,601 +356 | +8% | +$45.7K | |||
| $588K | 0.02% | 7,293 +371 | +5% | +$29.9K | |||
| $586K | 0.02% | 10,090 +15 | +0.2% | +$871 | |||
| $585K | 0.02% | 14,391 +1,443 | +11% | +$58.7K | |||
| $581K | 0.02% | 9,720 -783 | -7% | -$46.8K | |||
| $579K | 0.02% | 11,482 +143 | +1% | +$7.21K | |||
| $576K | 0.02% | 7,356 -158 | -2% | -$12.4K | |||
| $575K | 0.02% | 23,385 +385 | +2% | +$9.47K | |||
| $575K | 0.02% | 8,118 -3,378 | -29% | -$239K |
