IWM
IHT Wealth Management Portfolio holdings
AUM $3.2B
AUM
$3.2B
AUM Growth
+$102M (+3%)
Cap. Flow
+$222M
Cap. Flow % of AUM
6.94%
Top 10 Holdings %Top 10 Hldgs %
19.68%
Holding
1,165
New
87
Increased
467
Reduced
488
Closed
80
Top Buys
| 1 | $41.4M | |
| 2 | $28.5M | |
| 3 | $24.4M | |
| 4 | $20.9M | |
| 5 | $16.6M |
Top Sells
| 1 | $25.3M | |
| 2 | $18.4M | |
| 3 | $11.9M | |
| 4 | $9.54M | |
| 5 | $9.16M |
Sector Composition
| 1 | Technology | 10.23% |
| 2 | Consumer Discretionary | 4.17% |
| 3 | Financials | 4.12% |
| 4 | Healthcare | 2.88% |
| 5 | Industrials | 2.72% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $346K | 0.01% | 8,622 -421 | -5% | -$16.9K | |||
| $343K | 0.01% | 4,527 -702 | -13% | -$53.3K | |||
| $343K | 0.01% | 12,012 -1,765 | -13% | -$50.4K | |||
| $342K | 0.01% | 2,173 +2 | +0.1% | +$315 | |||
| $342K | 0.01% | 9,409 -19,204 | -67% | -$698K | |||
| $342K | 0.01% | 9,975 | New | +$342K | |||
| $341K | 0.01% | 3,416 | New | +$341K | |||
| $341K | 0.01% | 2,684 -131 | -5% | -$16.7K | |||
| $341K | 0.01% | 25,112 +552 | +2% | +$7.49K | |||
| $340K | 0.01% | 18,333 | New | +$340K | |||
| $339K | 0.01% | 1,133 -6 | -0.5% | -$1.8K | |||
| $339K | 0.01% | 1,895 +7 | +0.4% | +$1.25K | |||
| $335K | 0.01% | 12,941 -6,695 | -34% | -$173K | |||
| $334K | 0.01% | 12,072 -274 | -2% | -$7.58K | |||
| $333K | 0.01% | 689 -120 | -15% | -$58.1K | |||
| $333K | 0.01% | 9,589 +44 | +0.5% | +$1.53K | |||
| $333K | 0.01% | 15,524 -3,488 | -18% | -$74.9K | |||
| $333K | 0.01% | 3,193 +292 | +10% | +$30.4K | |||
| $332K | 0.01% | 17,089 -27,531 | -62% | -$535K | |||
| $332K | 0.01% | 12,754 | New | +$332K | |||
| $332K | 0.01% | 3,362 +265 | +9% | +$26.1K | |||
| $330K | 0.01% | 5,523 -430 | -7% | -$25.7K | |||
| $330K | 0.01% | 4,888 -28 | -0.6% | -$1.89K | |||
| $330K | 0.01% | 600 +134 | +29% | +$73.7K | |||
| $329K | 0.01% | 2,125 +5 | +0.2% | +$773 |
