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
676
$168K 0.01%
41,905
-3,770
677
$164K 0.01%
+29,542
678
$163K 0.01%
+11,871
679
$160K 0.01%
13,590
+135
680
$155K 0.01%
+22,268
681
$149K 0.01%
+18,417
682
$148K 0.01%
13,762
+31
683
$148K 0.01%
16,850
-1,100
684
$147K 0.01%
11,886
+278
685
$146K 0.01%
10,255
686
$140K 0.01%
11,017
687
$139K 0.01%
+973
688
$134K 0.01%
10,884
689
$131K 0.01%
+6,686
690
$127K 0.01%
19,189
691
$124K 0.01%
11,234
+119
692
$120K 0.01%
26,945
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693
$114K 0.01%
4,012
+329
694
$111K 0.01%
+1,162
695
$109K 0.01%
16,045
696
$105K 0.01%
3,970
-339
697
$105K 0.01%
+13,893
698
$104K 0.01%
14,521
+9
699
$104K 0.01%
59,295
-1,000
700
$101K 0.01%
836
+60
26 27
28
29 30