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
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.87M
3
+$3.02M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.83M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.02M

Top Sells

1
+$353K
2
+$282K
3
+$234K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$187K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$58K 0.02%
+2,525
652
$58K 0.02%
1,902
+11
653
$58K 0.02%
1,272
+174
654
$58K 0.02%
+5,951
655
$58K 0.02%
2,299
656
$58K 0.02%
4
+1
657
$57K 0.02%
1,025
+110
658
$57K 0.02%
551
659
$57K 0.02%
504
+135
660
$57K 0.02%
869
+204
661
$57K 0.02%
2,164
662
$56K 0.01%
2,400
+2,275
663
$56K 0.01%
2,955
+500
664
$56K 0.01%
486
665
$56K 0.01%
663
+629
666
$56K 0.01%
1,425
667
$56K 0.01%
3,616
668
$56K 0.01%
2,303
+259
669
$55K 0.01%
1,163
+2
670
$55K 0.01%
1,223
671
$55K 0.01%
407
+1
672
$55K 0.01%
400
+250
673
$55K 0.01%
1,900
+1,450
674
$55K 0.01%
+1,300
675
$54K 0.01%
585
+262
25 26
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