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
801
$35K 0.01%
1,758
-171
802
$35K 0.01%
+1,000
803
$35K 0.01%
2,442
804
$35K 0.01%
718
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805
$35K 0.01%
526
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$34K 0.01%
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807
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808
$34K 0.01%
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809
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602
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810
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811
$34K 0.01%
635
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812
$34K 0.01%
6,780
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525
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814
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1,663
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815
$34K 0.01%
431
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816
$34K 0.01%
1,000
817
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818
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451
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518
824
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+1,541
825
$34K 0.01%
1,400
31 32
33
34 35