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
801
$34K 0.01%
1,669
+669
802
$34K 0.01%
1,670
803
$34K 0.01%
2,150
-117
804
$34K 0.01%
1,600
805
$34K 0.01%
2,077
806
$34K 0.01%
239
+27
807
$34K 0.01%
1,102
808
$34K 0.01%
544
809
$33K 0.01%
826
+6
810
$33K 0.01%
690
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811
$33K 0.01%
664
812
$33K 0.01%
+1,260
813
$33K 0.01%
314
814
$33K 0.01%
719
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815
$33K 0.01%
653
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816
$33K 0.01%
685
817
$32K 0.01%
619
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818
$32K 0.01%
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819
$32K 0.01%
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820
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1,400
821
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$31K 0.01%
2,734
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823
$31K 0.01%
288
824
$31K 0.01%
710
+470
825
$31K 0.01%
134
-25
31 32
33
34 35