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
$996M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.9M
3
+$11.2M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$10.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$5.87M
2
+$5.76M
3
+$5.09M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.92M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.81M

Sector Composition

1 Technology 9.71%
2 Healthcare 9.28%
3 Consumer Discretionary 5.17%
4 Financials 3.78%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$109K 0.01%
26,441
+735
627
$106K 0.01%
+1,025
628
$104K 0.01%
11,460
-200
629
$103K 0.01%
+10,396
630
$101K 0.01%
+11,227
631
$101K 0.01%
17,131
+113
632
$100K 0.01%
12,629
-1,446
633
$97K 0.01%
+17,033
634
$96K 0.01%
19,488
-3,754
635
$96K 0.01%
15,161
636
$92K 0.01%
18,329
-1,730
637
$92K 0.01%
+11,110
638
$91K 0.01%
11,062
-2,641
639
$86K 0.01%
10,115
640
$86K 0.01%
14,747
641
$85K 0.01%
+12,283
642
$79K 0.01%
428
643
$69K 0.01%
1,395
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644
$65K 0.01%
3,177
+533
645
$64K 0.01%
5,853
-2,401
646
$62K 0.01%
12,000
-3,000
647
$54K 0.01%
30,850
+1,000
648
$49K ﹤0.01%
+21
649
$49K ﹤0.01%
12,067
-75
650
$43K ﹤0.01%
+10,828
24 25
26
27 28