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
$845M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$5.73M
3
+$3.2M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.83M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.76M

Top Sells

1
+$962K
2
+$882K
3
+$799K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$721K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$672K

Sector Composition

1 Healthcare 8.42%
2 Technology 7.1%
3 Financials 4.68%
4 Communication Services 4.11%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.55M 0.42%
38,730
+2,770
52
$3.55M 0.42%
18,873
+2,155
53
$3.44M 0.41%
62,137
+9,697
54
$3.33M 0.39%
251,322
-1,050
55
$3.31M 0.39%
55,031
+1,081
56
$3.27M 0.39%
25,576
-3,342
57
$3.26M 0.39%
126,465
+670
58
$3.2M 0.38%
+12,248
59
$3.12M 0.37%
62,492
+1,202
60
$3.09M 0.37%
36,830
-2,796
61
$3.09M 0.37%
14,549
-476
62
$3.08M 0.36%
28,831
+10,605
63
$3.07M 0.36%
9,411
+675
64
$2.89M 0.34%
77,706
+1,685
65
$2.88M 0.34%
197,578
66
$2.85M 0.34%
22,659
+2,122
67
$2.77M 0.33%
117,552
-1,036
68
$2.73M 0.32%
47,020
+5,668
69
$2.73M 0.32%
79,195
+77
70
$2.68M 0.32%
48,903
+1,093
71
$2.64M 0.31%
44,056
+3,892
72
$2.63M 0.31%
26,260
+7,498
73
$2.62M 0.31%
8,785
+803
74
$2.6M 0.31%
48,292
+35,721
75
$2.59M 0.31%
41,070
+3,157
1 2
3
4 5