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
726
$13K ﹤0.01%
2,045
-300
727
$13K ﹤0.01%
12,240
728
$13K ﹤0.01%
83
729
$13K ﹤0.01%
+27,501
730
$10K ﹤0.01%
197
731
$9K ﹤0.01%
30,000
732
$9K ﹤0.01%
25,000
733
$4K ﹤0.01%
+12,240
734
$4K ﹤0.01%
1,355
735
$4K ﹤0.01%
123,000
736
$3K ﹤0.01%
11,613
737
$3K ﹤0.01%
500
738
$3K ﹤0.01%
10,975
739
– –
-2,294
740
– –
-42,882
741
– –
-5,394
742
– –
-6,080
743
– –
-3,958
744
– –
-2,019
745
– –
-2,002
746
– –
-2,198
747
– –
-1,610
748
– –
-14,800
749
– –
-4,824
750
– –
-1,250
28 29
30
31 32