IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$7.86M
2
+$1.9M
3
+$1.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.24M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.1M

Top Sells

1
+$1.3M
2
+$1.26M
3
+$1.24M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.22M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.16M

Sector Composition

1 Technology 7.33%
2 Financials 5.45%
3 Consumer Discretionary 5.3%
4 Healthcare 4.89%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$43K 0.01%
1,975
727
$43K 0.01%
722
+4
728
$43K 0.01%
1,665
729
$43K 0.01%
2,690
-348
730
$42K 0.01%
4
731
$42K 0.01%
809
732
$42K 0.01%
4,927
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733
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600
-1,700
734
$42K 0.01%
164
735
$42K 0.01%
481
+50
736
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1,099
-200
737
$42K 0.01%
6,728
738
$41K 0.01%
479
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739
$41K 0.01%
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740
$41K 0.01%
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741
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562
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745
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747
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$40K 0.01%
2,468
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749
$40K 0.01%
4,549
-1,402
750
$40K 0.01%
791
+1
28 29
30
31 32