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
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$1.9M
3
+$1.37M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.25M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.04M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$1.17M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.12M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.09M

Sector Composition

1 Technology 7.33%
2 Financials 5.44%
3 Consumer Discretionary 5.3%
4 Healthcare 4.9%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.39%
19,881
-2,275
52
$1.44M 0.39%
18,360
+563
53
$1.43M 0.39%
4,448
+409
54
$1.43M 0.38%
24,254
+5,560
55
$1.42M 0.38%
12,162
+5,129
56
$1.37M 0.37%
+47,634
57
$1.34M 0.36%
18,374
-2,444
58
$1.32M 0.36%
7,926
+122
59
$1.32M 0.35%
10,446
+5,451
60
$1.31M 0.35%
16,982
+981
61
$1.3M 0.35%
26,005
+1,131
62
$1.29M 0.35%
41,796
+8,304
63
$1.29M 0.35%
18,743
+754
64
$1.26M 0.34%
43,218
-1,074
65
$1.22M 0.33%
24,892
-3,605
66
$1.22M 0.33%
17,921
+2,325
67
$1.21M 0.32%
11,962
-369
68
$1.2M 0.32%
19,817
-3,246
69
$1.18M 0.32%
11,035
-184
70
$1.18M 0.32%
16,162
+515
71
$1.17M 0.31%
10,406
72
$1.16M 0.31%
28,928
-1,594
73
$1.15M 0.31%
207,520
+30,320
74
$1.13M 0.3%
39,103
-328
75
$1.13M 0.3%
11,649
+207
1 2
3
4 5