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
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$1.9M
3
+$1.37M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.25M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.04M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$1.17M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.12M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.09M

Sector Composition

1 Technology 7.33%
2 Financials 5.44%
3 Consumer Discretionary 5.3%
4 Healthcare 4.9%
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
-100
628
$59K 0.02%
1,540
+250
629
$59K 0.02%
1,284
+384
630
$59K 0.02%
1,482
-66
631
$59K 0.02%
183
632
$58K 0.02%
5,115
633
$58K 0.02%
10,650
+5,235
634
$58K 0.02%
1,506
-40
635
$58K 0.02%
318
636
$58K 0.02%
5,011
637
$57K 0.02%
1,590
638
$57K 0.02%
549
+14
639
$56K 0.02%
812
-9
640
$56K 0.02%
1,905
+3
641
$56K 0.02%
2,164
642
$56K 0.02%
645
-125
643
$56K 0.02%
1,404
644
$55K 0.01%
2,873
645
$55K 0.01%
2,371
-191
646
$55K 0.01%
93
647
$54K 0.01%
1,411
-10
648
$54K 0.01%
551
649
$54K 0.01%
2,025
+125
650
$54K 0.01%
1,658
+2
24 25
26
27 28