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
51
$1.5M 0.4%
50,603
+38,737
52
$1.47M 0.39%
16,001
+4,808
53
$1.44M 0.38%
+61,480
54
$1.41M 0.37%
+22,463
55
$1.41M 0.37%
17,797
+424
56
$1.35M 0.36%
20,030
+19,614
57
$1.34M 0.36%
7,804
+1,400
58
$1.34M 0.36%
38,842
+22,940
59
$1.34M 0.35%
10,406
+4,774
60
$1.34M 0.35%
12,331
+3,966
61
$1.33M 0.35%
46,169
+31,296
62
$1.32M 0.35%
11,219
+3,601
63
$1.32M 0.35%
30,522
+781
64
$1.31M 0.35%
44,292
+114
65
$1.3M 0.34%
17,989
+1,437
66
$1.29M 0.34%
24,874
-35
67
$1.28M 0.34%
+19,558
68
$1.27M 0.34%
28,497
+12,691
69
$1.27M 0.34%
11,552
+35
70
$1.26M 0.33%
95,773
+37,350
71
$1.26M 0.33%
41,771
+25,058
72
$1.25M 0.33%
4,039
+952
73
$1.23M 0.33%
21,518
-36
74
$1.22M 0.32%
39,431
+39,185
75
$1.22M 0.32%
15,647
+265
1 2
3
4 5