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
$735M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.37M
3
+$3.35M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.23M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.08M

Top Sells

1
+$9.3M
2
+$4.04M
3
+$1.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.07M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$999K

Sector Composition

1 Healthcare 8.01%
2 Technology 6.84%
3 Financials 4.91%
4 Communication Services 4.3%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$48K 0.01%
35,850
+3,000
602
$35K ﹤0.01%
31,000
-6,007
603
$30K ﹤0.01%
+10,000
604
– –
0
605
$23K ﹤0.01%
82
-2
606
$18K ﹤0.01%
1,050
607
$16K ﹤0.01%
10
608
$13K ﹤0.01%
+15
609
$10K ﹤0.01%
12,139
-1,748
610
$8K ﹤0.01%
56
611
$7K ﹤0.01%
60
612
– –
-1,936
613
– –
-9,605
614
– –
-76,938
615
– –
-2,321
616
– –
-4,524
617
– –
-8,061
618
– –
-16,545
619
– –
-2,568
620
– –
-2,004
621
– –
-12,191
622
– –
-950
623
– –
-10,880
624
– –
-5,383
625
– –
-23,059
22 23 24
25
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