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
776
$38K 0.01%
350
+170
777
$38K 0.01%
1,840
778
$38K 0.01%
299
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779
$38K 0.01%
2,077
780
$38K 0.01%
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781
$37K 0.01%
3,567
-143
782
$37K 0.01%
170
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783
$37K 0.01%
962
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784
$37K 0.01%
523
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785
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786
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720
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2,267
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788
$37K 0.01%
441
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789
$37K 0.01%
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$37K 0.01%
1,157
-1,301
791
$36K 0.01%
925
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792
$36K 0.01%
600
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1,074
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795
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796
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797
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260
798
$36K 0.01%
1,206
799
$35K 0.01%
+1,500
800
$35K 0.01%
1,758
-171
30 31
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