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
$996M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.9M
3
+$11.2M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$10.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$5.87M
2
+$5.76M
3
+$5.09M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.92M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.81M

Sector Composition

1 Technology 9.71%
2 Healthcare 9.28%
3 Consumer Discretionary 5.17%
4 Financials 3.78%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.73M 0.37%
22,571
+3,342
52
$3.72M 0.37%
+9,461
53
$3.71M 0.37%
31,378
+599
54
$3.69M 0.37%
51,217
-3,134
55
$3.69M 0.37%
45,795
-2,235
56
$3.66M 0.37%
133,666
+33,605
57
$3.53M 0.35%
163,113
+75,876
58
$3.5M 0.35%
23,534
+5,774
59
$3.49M 0.35%
16,080
+1,802
60
$3.42M 0.34%
56,911
+3,860
61
$3.35M 0.34%
15,724
+2,135
62
$3.33M 0.33%
22,683
+2,282
63
$3.31M 0.33%
26,209
+5,629
64
$3.3M 0.33%
20,048
+1,459
65
$3.29M 0.33%
36,188
+1,280
66
$3.29M 0.33%
94,383
+34,622
67
$3.28M 0.33%
22,962
+14,487
68
$3.25M 0.33%
23,378
+3,350
69
$3.23M 0.32%
36,671
+3,044
70
$3.19M 0.32%
60,370
-5,226
71
$3.17M 0.32%
68,076
+13,218
72
$3.14M 0.31%
29,013
+14,722
73
$3.07M 0.31%
9,868
+1,998
74
$3.04M 0.31%
13,858
+1,029
75
$3.02M 0.3%
+55,418
1 2
3
4 5