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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$5.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.84M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.14M

Top Sells

1
+$26.3M
2
+$17.1M
3
+$4.56M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.84%
4 Communication Services 4%
5 Financials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
-5,741
627
– –
-14,498
628
– –
-14,349
629
– –
-7,384
630
– –
-2,577
631
– –
-3,727
632
– –
-21
633
– –
-10,113
634
– –
-54,159
635
– –
-93,712
636
– –
-4,323
637
– –
-12,072
638
– –
-9,131
639
– –
-3,160
640
– –
-77
641
– –
-13,787
642
– –
-26,600
643
– –
-16,099
644
– –
-13,929
645
– –
-21,923
646
– –
0
647
– –
-21,330
648
– –
-78,005
649
– –
-12,850
650
– –
-15,824
23 24 25
26
27