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
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.87M
3
+$3.02M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.83M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.02M

Top Sells

1
+$353K
2
+$282K
3
+$234K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$187K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$50K 0.01%
2,138
-183
702
$49K 0.01%
910
+375
703
$49K 0.01%
430
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704
$49K 0.01%
718
-37
705
$49K 0.01%
1,411
-35
706
$49K 0.01%
656
+600
707
$49K 0.01%
+1,937
708
$49K 0.01%
+1,972
709
$48K 0.01%
6,922
-180
710
$48K 0.01%
2,400
711
$48K 0.01%
7,779
-62
712
$48K 0.01%
1,636
-3
713
$48K 0.01%
1,537
714
$48K 0.01%
+5,100
715
$48K 0.01%
564
716
$48K 0.01%
1,477
+4
717
$47K 0.01%
760
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718
$47K 0.01%
2,413
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719
$47K 0.01%
37
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720
$47K 0.01%
579
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721
$47K 0.01%
36
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722
$47K 0.01%
1,460
723
$47K 0.01%
+1,975
724
$46K 0.01%
+2,333
725
$46K 0.01%
809
27 28
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