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
626
$62K 0.02%
3,475
+2
627
$62K 0.02%
+5,011
628
$62K 0.02%
5,115
629
$62K 0.02%
2,500
-732
630
$62K 0.02%
1,546
+272
631
$62K 0.02%
770
632
$61K 0.02%
1,656
+1,549
633
$61K 0.02%
+1,211
634
$61K 0.02%
450
+100
635
$61K 0.02%
628
636
$60K 0.02%
821
637
$60K 0.02%
1,515
+78
638
$60K 0.02%
1,939
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639
$60K 0.02%
+887
640
$60K 0.02%
595
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641
$60K 0.02%
5,389
642
$60K 0.02%
2,050
643
$60K 0.02%
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644
$60K 0.02%
535
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645
$60K 0.02%
1,404
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646
$60K 0.02%
489
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647
$59K 0.02%
675
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648
$59K 0.02%
1,594
+375
649
$59K 0.02%
776
+302
650
$59K 0.02%
1,299
24 25
26
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