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 | |
|---|---|---|---|---|---|---|---|
| $461K | 0.01% | 21,012 -73 | -0.4% | -$1.6K | |||
| $461K | 0.01% | 118,691 | – | – | |||
| $457K | 0.01% | 1,389 -102 | -7% | -$33.6K | |||
| $456K | 0.01% | 4,615 +213 | +5% | +$21.1K | |||
| $455K | 0.01% | 23,978 +1,897 | +9% | +$36K | |||
| $454K | 0.01% | 11,618 +218 | +2% | +$8.52K | |||
| $451K | 0.01% | 12,208 -1,872 | -13% | -$69.2K | |||
| $450K | 0.01% | 13,954 +4,709 | +51% | +$152K | |||
| $450K | 0.01% | 4,351 -1,183 | -21% | -$122K | |||
| $449K | 0.01% | 46,435 +1,100 | +2% | +$10.6K | |||
| $449K | 0.01% | 6,808 +556 | +9% | +$36.7K | |||
| $448K | 0.01% | 4,262 | New | +$448K | |||
| $445K | 0.01% | 8,570 -1,373 | -14% | -$71.3K | |||
| $444K | 0.01% | 2,216 -80 | -3% | -$16K | |||
| $444K | 0.01% | 5,914 -164 | -3% | -$12.3K | |||
| $443K | 0.01% | 4,450 | – | – | |||
| $443K | 0.01% | 5,247 +197 | +4% | +$16.6K | |||
| $440K | 0.01% | 1,720 +72 | +4% | +$18.4K | |||
| $438K | 0.01% | 7,572 -28 | -0.4% | -$1.62K | |||
| $435K | 0.01% | 4,148 -182 | -4% | -$19.1K | |||
| $432K | 0.01% | 2,570 -1,067 | -29% | -$179K | |||
| $431K | 0.01% | 10,210 -173 | -2% | -$7.3K | |||
| $431K | 0.01% | 16,082 +1,215 | +8% | +$32.6K | |||
| $428K | 0.01% | 15,421 | New | +$428K | |||
| $428K | 0.01% | 25,520 +4,059 | +19% | +$68K |
