IWM
IHT Wealth Management Portfolio holdings
AUM $3.2B
AUM
$3.2B
AUM Growth
+$102M (+3%)
Cap. Flow
+$222M
Cap. Flow % of AUM
6.94%
Top 10 Holdings %Top 10 Hldgs %
19.68%
Holding
1,165
New
87
Increased
467
Reduced
488
Closed
80
Top Buys
| 1 | $41.4M | |
| 2 | $28.5M | |
| 3 | $24.4M | |
| 4 | $20.9M | |
| 5 | $16.6M |
Top Sells
| 1 | $25.3M | |
| 2 | $18.4M | |
| 3 | $11.9M | |
| 4 | $9.54M | |
| 5 | $9.16M |
Sector Composition
| 1 | Technology | 10.23% |
| 2 | Consumer Discretionary | 4.17% |
| 3 | Financials | 4.12% |
| 4 | Healthcare | 2.88% |
| 5 | Industrials | 2.72% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $427K | 0.01% | 3,570 -577 | -14% | -$69.1K | |||
| $426K | 0.01% | 15,150 +6,500 | +75% | +$183K | |||
| $421K | 0.01% | 1,248 +51 | +4% | +$17.2K | |||
| $419K | 0.01% | 10,551 -51 | -0.5% | -$2.02K | |||
| $418K | 0.01% | 10,398 | New | +$418K | |||
| $417K | 0.01% | 6,005 -1,187 | -17% | -$82.4K | |||
| $415K | 0.01% | 222 | – | – | |||
| $415K | 0.01% | 39,350 +6,217 | +19% | +$65.5K | |||
| $413K | 0.01% | 15,632 +251 | +2% | +$6.64K | |||
| $411K | 0.01% | 2,294 +427 | +23% | +$76.6K | |||
| $409K | 0.01% | 12,115 -552 | -4% | -$18.7K | |||
| $409K | 0.01% | 5,642 -3,798 | -40% | -$275K | |||
| $408K | 0.01% | 15,952 +597 | +4% | +$15.3K | |||
| $407K | 0.01% | 7,295 +108 | +2% | +$6.02K | |||
| $405K | 0.01% | 8,315 | New | +$405K | |||
| $404K | 0.01% | 24,216 -899 | -4% | -$15K | |||
| $402K | 0.01% | 13,506 -1,201 | -8% | -$35.7K | |||
| $402K | 0.01% | 7,551 -1,550 | -17% | -$82.5K | |||
| $400K | 0.01% | 5,609 +9 | +0.2% | +$642 | |||
| $399K | 0.01% | 3,123 -362 | -10% | -$46.3K | |||
| $399K | 0.01% | 10,489 +379 | +4% | +$14.4K | |||
| $398K | 0.01% | 17,805 -684 | -4% | -$15.3K | |||
| $398K | 0.01% | 5,864 -36 | -0.6% | -$2.44K | |||
| $396K | 0.01% | 1,930 -128 | -6% | -$26.3K | |||
| $395K | 0.01% | 5,861 -100 | -2% | -$6.74K |
