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
701
$96K 0.01%
11,535
-477
702
$95K 0.01%
+1,370
703
$92K 0.01%
24,764
-177
704
$90K 0.01%
+4,613
705
$89K 0.01%
36,422
+10,000
706
$85K 0.01%
11,447
-2,641
707
$83K 0.01%
18,700
+1,000
708
$75K 0.01%
30,150
-325
709
$73K 0.01%
26
710
$46K ﹤0.01%
29,850
711
$46K ﹤0.01%
14,663
-100
712
$42K ﹤0.01%
293
713
$41K ﹤0.01%
+12,176
714
$38K ﹤0.01%
13,635
-1,000
715
$35K ﹤0.01%
17,368
716
$34K ﹤0.01%
1,857
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717
$29K ﹤0.01%
34
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718
$24K ﹤0.01%
22,000
-2,000
719
$23K ﹤0.01%
10,037
720
$23K ﹤0.01%
13,010
721
$21K ﹤0.01%
438
722
– –
0
723
$19K ﹤0.01%
+2,325
724
$17K ﹤0.01%
1,061
725
$16K ﹤0.01%
667
27 28
29
30 31