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
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.87M
3
+$3.02M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.83M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.02M

Top Sells

1
+$353K
2
+$282K
3
+$234K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$187K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$46K 0.01%
4,889
+2,397
727
$46K 0.01%
429
728
$46K 0.01%
396
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$45K 0.01%
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730
$45K 0.01%
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731
$45K 0.01%
790
-10
732
$45K 0.01%
815
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733
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306
734
$44K 0.01%
1,000
735
$44K 0.01%
900
736
$44K 0.01%
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737
$44K 0.01%
400
738
$43K 0.01%
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739
$43K 0.01%
800
740
$43K 0.01%
1,665
741
$43K 0.01%
1,050
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742
$43K 0.01%
2,873
743
$43K 0.01%
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744
$43K 0.01%
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745
$42K 0.01%
275
-100
746
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747
$42K 0.01%
1,727
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748
$42K 0.01%
475
749
$42K 0.01%
6,728
750
$41K 0.01%
1,300
28 29
30
31 32