IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$1.9M
3
+$1.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.24M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.1M

Top Sells

1
+$1.3M
2
+$1.26M
3
+$1.24M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.22M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.16M

Sector Composition

1 Technology 7.33%
2 Financials 5.45%
3 Consumer Discretionary 5.3%
4 Healthcare 4.89%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$60K 0.02%
891
627
$60K 0.02%
563
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628
$59K 0.02%
1,540
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629
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632
$58K 0.02%
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633
$58K 0.02%
5,115
634
$58K 0.02%
10,650
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635
$58K 0.02%
1,506
-40
636
$58K 0.02%
318
637
$57K 0.02%
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638
$57K 0.02%
549
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639
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812
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640
$56K 0.02%
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641
$56K 0.02%
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642
$56K 0.02%
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643
$56K 0.02%
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645
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93
646
$55K 0.01%
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647
$54K 0.01%
2,025
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648
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1,411
-10
649
$54K 0.01%
551
650
$54K 0.01%
1,658
+2
24 25
26
27 28