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
$845M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$5.73M
3
+$3.2M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.83M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.76M

Top Sells

1
+$962K
2
+$882K
3
+$799K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$721K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$672K

Sector Composition

1 Healthcare 8.42%
2 Technology 7.1%
3 Financials 4.68%
4 Communication Services 4.11%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$81K 0.01%
+10,383
602
$75K 0.01%
20,109
-5,958
603
$74K 0.01%
16,909
-1,703
604
$74K 0.01%
14,240
-2,824
605
$73K 0.01%
+12,991
606
$71K 0.01%
18,087
+6
607
$67K 0.01%
+12,000
608
$67K 0.01%
13,400
+2,450
609
$63K 0.01%
21
+6
610
$56K 0.01%
867
611
$55K 0.01%
2,699
612
$55K 0.01%
77
613
$52K 0.01%
18,155
614
$49K 0.01%
35,850
615
$47K 0.01%
182
-90
616
$34K ﹤0.01%
+887
617
$33K ﹤0.01%
13,000
+3,000
618
$29K ﹤0.01%
1,050
619
$26K ﹤0.01%
+12,502
620
$26K ﹤0.01%
27,500
-3,500
621
– –
-12,761
622
– –
-5,117
623
– –
-12,139
624
– –
-890
625
– –
-2,996
23 24
25
26 27