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 3.79%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$42K ﹤0.01%
2,583
652
$40K ﹤0.01%
+21,330
653
$38K ﹤0.01%
+13,242
654
$34K ﹤0.01%
+120
655
$31K ﹤0.01%
+10,000
656
$26K ﹤0.01%
+4
657
$21K ﹤0.01%
50,038
-20,000
658
$18K ﹤0.01%
+27,500
659
– –
0
660
$6K ﹤0.01%
+588
661
– –
-9,538
662
– –
-2,911
663
– –
-6,580
664
– –
-21,501
665
– –
-5,640
666
– –
-11,788
667
– –
-1,986
668
– –
-624
669
– –
-5,572
670
– –
-4,214
671
– –
-8,956
672
– –
-12,637
673
– –
-2,600
674
– –
-3,950
675
– –
-9,997
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