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
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.67M
3
+$3.56M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.48M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.01M

Top Sells

1
+$20.7M
2
+$5.53M
3
+$3.54M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.52M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.08%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$243K 0.02%
4,191
-68
602
$239K 0.02%
4,635
+223
603
$239K 0.02%
2,026
+110
604
$238K 0.02%
4,070
+194
605
$238K 0.02%
3,051
-392
606
$238K 0.02%
2,520
+137
607
$237K 0.02%
+4,942
608
$237K 0.02%
2,409
-295
609
$237K 0.02%
26,079
+1,731
610
$235K 0.02%
3,290
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611
$234K 0.02%
5,971
-196
612
$234K 0.02%
2,540
613
$233K 0.02%
8,362
+84
614
$233K 0.02%
5,086
-5,837
615
$233K 0.02%
17,260
+5,224
616
$233K 0.02%
12,236
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617
$231K 0.02%
1,270
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618
$230K 0.02%
4,123
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619
$229K 0.02%
5,345
-283
620
$229K 0.02%
2,868
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621
$228K 0.02%
19,560
+6,185
622
$228K 0.02%
1,731
+3
623
$228K 0.02%
+3,651
624
$228K 0.02%
1,105
-123
625
$227K 0.02%
4,945
-42
23 24
25
26 27