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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$5.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.84M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.14M

Top Sells

1
+$26.3M
2
+$17.1M
3
+$4.56M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.84%
4 Communication Services 4%
5 Financials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.01M 0.41%
17,980
-23,345
52
$2.97M 0.41%
33,627
-10,594
53
$2.91M 0.4%
34,908
+363
54
$2.88M 0.39%
69,474
+11,512
55
$2.83M 0.39%
11,310
-8,143
56
$2.79M 0.38%
16,367
+2,481
57
$2.79M 0.38%
77,871
-934
58
$2.74M 0.38%
14,278
-3,774
59
$2.71M 0.37%
46,143
-7,571
60
$2.69M 0.37%
18,589
-314
61
$2.66M 0.36%
100,061
+76,308
62
$2.64M 0.36%
143,359
+24,194
63
$2.6M 0.36%
20,401
-367
64
$2.53M 0.35%
20,580
+11,463
65
$2.5M 0.34%
17,760
-13,218
66
$2.48M 0.34%
25,884
+1,196
67
$2.44M 0.33%
49,033
+4,440
68
$2.43M 0.33%
13,589
-6,294
69
$2.4M 0.33%
20,028
-18,039
70
$2.37M 0.32%
12,829
-10,423
71
$2.3M 0.31%
40,680
-6,729
72
$2.24M 0.31%
41,711
-844
73
$2.19M 0.3%
38,358
-110
74
$2.19M 0.3%
7,870
-2,672
75
$2.19M 0.3%
92,210
+39,972
1 2
3
4 5