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
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.67M
3
+$3.56M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.48M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.01M

Top Sells

1
+$20.7M
2
+$5.53M
3
+$3.54M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.52M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.08%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$226K 0.02%
383
-30
627
$226K 0.02%
1,740
+50
628
$226K 0.02%
3,715
+98
629
$225K 0.02%
2,658
-160
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$225K 0.02%
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-148
631
$225K 0.02%
1,133
+12
632
$224K 0.02%
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-437
633
$224K 0.02%
3,809
-9
634
$223K 0.02%
2,698
-19
635
$221K 0.02%
+2,762
636
$221K 0.02%
796
+11
637
$221K 0.02%
17,817
+4,300
638
$221K 0.02%
12,240
-2,711
639
$220K 0.02%
+4,675
640
$220K 0.02%
3,850
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641
$219K 0.02%
13,910
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642
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643
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1,291
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644
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5,855
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645
$217K 0.02%
1,815
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646
$213K 0.02%
1,012
+115
647
$213K 0.02%
554
-10
648
$213K 0.02%
1,918
649
$212K 0.02%
6,780
-3,190
650
$211K 0.02%
6,354
+684
24 25
26
27 28