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
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.67M
3
+$3.56M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.48M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.01M

Top Sells

1
+$20.7M
2
+$5.53M
3
+$3.54M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.52M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.08%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.08M 0.36%
65,759
+5,579
52
$4.07M 0.36%
100,332
+29,163
53
$3.98M 0.35%
20,219
-171
54
$3.93M 0.35%
46,869
-4,629
55
$3.89M 0.34%
45,545
-1,469
56
$3.87M 0.34%
15,662
+1,137
57
$3.86M 0.34%
99,002
+91,332
58
$3.85M 0.34%
46,400
+41,910
59
$3.82M 0.34%
82,165
+64,815
60
$3.74M 0.33%
164,063
-3,985
61
$3.68M 0.32%
7,679
+841
62
$3.68M 0.32%
52,598
-3,843
63
$3.68M 0.32%
13,408
+605
64
$3.67M 0.32%
+104,288
65
$3.61M 0.32%
51,472
+10,314
66
$3.51M 0.31%
70,147
-4,708
67
$3.41M 0.3%
25,496
-636
68
$3.4M 0.3%
59,315
-14,896
69
$3.37M 0.3%
66,351
-4,166
70
$3.35M 0.29%
33,309
+2,812
71
$3.35M 0.29%
22,324
+170
72
$3.27M 0.29%
20,255
+328
73
$3.26M 0.29%
9,991
+333
74
$3.24M 0.29%
103,114
-80,063
75
$3.21M 0.28%
172,293
+4,177
1 2
3
4 5