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
651
$210K 0.02%
951
+51
652
$209K 0.02%
5,263
-298
653
$209K 0.02%
15,968
+183
654
$209K 0.02%
31,641
-2,361
655
$209K 0.02%
7,070
-665
656
$208K 0.02%
4,362
+56
657
$207K 0.02%
+2,173
658
$204K 0.02%
12,765
+26
659
$203K 0.02%
11,480
660
$203K 0.02%
1,843
+28
661
$202K 0.02%
41,121
+5
662
$202K 0.02%
+3,767
663
$201K 0.02%
+4,667
664
$201K 0.02%
7,450
+89
665
$200K 0.02%
3,553
-430
666
$200K 0.02%
4,117
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667
$200K 0.02%
4,425
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668
$200K 0.02%
6,792
-4,691
669
$196K 0.02%
22,173
-11,530
670
$193K 0.02%
15,266
-517
671
$193K 0.02%
11,069
+703
672
$188K 0.02%
15,223
-13,033
673
$180K 0.02%
15,377
674
$177K 0.02%
5,119
+225
675
$175K 0.02%
14,050
+500
25 26
27
28 29