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
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.87M
3
+$3.02M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.83M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.02M

Top Sells

1
+$353K
2
+$282K
3
+$234K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$187K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$68K 0.02%
3,622
602
$68K 0.02%
403
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603
$68K 0.02%
1,904
604
$67K 0.02%
1,412
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605
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606
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607
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3,150
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608
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609
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670
610
$66K 0.02%
10,687
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611
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612
$66K 0.02%
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613
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463
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614
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261
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615
$65K 0.02%
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616
$65K 0.02%
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617
$65K 0.02%
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618
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$65K 0.02%
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621
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3,300
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623
$63K 0.02%
2,479
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624
$63K 0.02%
1,781
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625
$63K 0.02%
2,500
23 24
25
26 27