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
$735M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.37M
3
+$3.35M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.23M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.08M

Top Sells

1
+$9.3M
2
+$4.04M
3
+$1.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.07M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$999K

Sector Composition

1 Healthcare 8.01%
2 Technology 6.84%
3 Financials 4.91%
4 Communication Services 4.3%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.15M 0.43%
252,372
-2,000
52
$3.15M 0.43%
14,917
+2,731
53
$3.14M 0.43%
24,223
+2,394
54
$3.11M 0.42%
125,795
+10,646
55
$2.9M 0.39%
35,960
+2,249
56
$2.88M 0.39%
16,718
+3,576
57
$2.85M 0.39%
52,440
+5,979
58
$2.84M 0.39%
197,578
+2,800
59
$2.81M 0.38%
32,287
-138
60
$2.81M 0.38%
118,588
+18,301
61
$2.64M 0.36%
28,333
+2,039
62
$2.6M 0.35%
61,290
+21,007
63
$2.6M 0.35%
76,021
+12,955
64
$2.52M 0.34%
15,025
+2,390
65
$2.5M 0.34%
79,118
+371
66
$2.45M 0.33%
45,691
+492
67
$2.45M 0.33%
20,537
-1,711
68
$2.4M 0.33%
26,634
+4,396
69
$2.4M 0.33%
47,810
-627
70
$2.36M 0.32%
19,836
+6,409
71
$2.34M 0.32%
52,028
-6,640
72
$2.33M 0.32%
37,913
-311
73
$2.31M 0.31%
17,134
-1,505
74
$2.28M 0.31%
151,342
-1,014
75
$2.26M 0.31%
24,765
+20,050
1 2
3
4 5