IWM
IHT Wealth Management Portfolio holdings
AUM $3.2B
AUM
$3.2B
AUM Growth
+$102M (+3%)
Cap. Flow
+$222M
Cap. Flow % of AUM
6.94%
Top 10 Holdings %Top 10 Hldgs %
19.68%
Holding
1,165
New
87
Increased
467
Reduced
488
Closed
80
Top Buys
| 1 | $41.4M | |
| 2 | $28.5M | |
| 3 | $24.4M | |
| 4 | $20.9M | |
| 5 | $16.6M |
Top Sells
| 1 | $25.3M | |
| 2 | $18.4M | |
| 3 | $11.9M | |
| 4 | $9.54M | |
| 5 | $9.16M |
Sector Composition
| 1 | Technology | 10.23% |
| 2 | Consumer Discretionary | 4.17% |
| 3 | Financials | 4.12% |
| 4 | Healthcare | 2.88% |
| 5 | Industrials | 2.72% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $494K | 0.02% | 14,687 | New | +$494K | |||
| $494K | 0.02% | 11,006 +63 | +0.6% | +$2.83K | |||
| $493K | 0.02% | 17,328 -2,967 | -15% | -$84.4K | |||
| $490K | 0.02% | 1,629 -56 | -3% | -$16.8K | |||
| $488K | 0.02% | 5,995 +59 | +1% | +$4.81K | |||
| $488K | 0.02% | 21,247 -7,364 | -26% | -$169K | |||
| $486K | 0.02% | 1,000 -132 | -12% | -$64.1K | |||
| $484K | 0.02% | 1,905 +160 | +9% | +$40.7K | |||
| $484K | 0.02% | 4,691 -75 | -2% | -$7.74K | |||
| $483K | 0.02% | 21,379 -119 | -0.6% | -$2.69K | |||
| $481K | 0.01% | 3,510 -616 | -15% | -$84.4K | |||
| $480K | 0.01% | 7,316 +267 | +4% | +$17.5K | |||
| $478K | 0.01% | 2,202 +2 | +0.1% | +$434 | |||
| $476K | 0.01% | 3,024 -231 | -7% | -$36.3K | |||
| $476K | 0.01% | 5,759 | New | +$476K | |||
| $473K | 0.01% | 4,014 +248 | +7% | +$29.2K | |||
| $470K | 0.01% | 9,125 +378 | +4% | +$19.5K | |||
| $469K | 0.01% | 10,736 -11,286 | -51% | -$493K | |||
| $468K | 0.01% | 2,317 -109 | -4% | -$22K | |||
| $466K | 0.01% | 2,371 | – | – | |||
| $465K | 0.01% | 4,203 -3,556 | -46% | -$393K | |||
| $465K | 0.01% | 14,363 -2,612 | -15% | -$84.5K | |||
| $463K | 0.01% | 40,570 +16,775 | +71% | +$192K | |||
| $463K | 0.01% | 5,113 +2,641 | +107% | +$239K | |||
| $462K | 0.01% | 9,269 -2,410 | -21% | -$120K |
