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
$996M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.9M
3
+$11.2M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$10.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$5.87M
2
+$5.76M
3
+$5.09M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.92M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.81M

Sector Composition

1 Technology 9.71%
2 Healthcare 9.28%
3 Consumer Discretionary 5.17%
4 Financials 3.78%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$203K 0.02%
7,894
602
$202K 0.02%
+5,377
603
$200K 0.02%
+3,681
604
$200K 0.02%
1,169
+33
605
$199K 0.02%
12,836
+47
606
$193K 0.02%
+27,857
607
$176K 0.02%
11,895
608
$173K 0.02%
37,435
+2,440
609
$173K 0.02%
+11,074
610
$171K 0.02%
13,950
+292
611
$170K 0.02%
20,290
+4,440
612
$165K 0.02%
14,960
-3,396
613
$150K 0.02%
+2,477
614
$145K 0.01%
+10,459
615
$142K 0.01%
12,234
-800
616
$139K 0.01%
21
617
$136K 0.01%
21,760
618
$135K 0.01%
23,225
619
$134K 0.01%
+18,265
620
$131K 0.01%
16,025
-380
621
$125K 0.01%
13,633
+1
622
$121K 0.01%
15,275
623
$121K 0.01%
11,150
-200
624
$117K 0.01%
+841
625
$113K 0.01%
10,090
23 24
25
26 27