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
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$1.9M
3
+$1.37M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.25M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.04M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$1.17M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.12M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.09M

Sector Composition

1 Technology 7.33%
2 Financials 5.44%
3 Consumer Discretionary 5.3%
4 Healthcare 4.9%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$43K 0.01%
722
+4
727
$43K 0.01%
1,665
728
$43K 0.01%
2,690
-348
729
$43K 0.01%
2,540
+500
730
$42K 0.01%
481
+50
731
$42K 0.01%
4
732
$42K 0.01%
1,099
-200
733
$42K 0.01%
164
734
$42K 0.01%
6,728
735
$42K 0.01%
809
736
$42K 0.01%
4,927
+38
737
$42K 0.01%
600
-1,700
738
$41K 0.01%
197
+186
739
$41K 0.01%
1,986
-317
740
$41K 0.01%
562
+1
741
$41K 0.01%
479
-196
742
$41K 0.01%
345
-85
743
$41K 0.01%
1,229
744
$41K 0.01%
475
745
$41K 0.01%
429
746
$41K 0.01%
1,050
747
$40K 0.01%
+440
748
$40K 0.01%
2,468
+55
749
$40K 0.01%
4,549
-1,402
750
$40K 0.01%
791
+1
28 29
30
31 32