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
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$1.9M
3
+$1.37M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.25M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.04M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$1.17M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.12M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.09M

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%
544
807
$34K 0.01%
239
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808
$34K 0.01%
1,102
809
$33K 0.01%
690
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810
$33K 0.01%
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811
$33K 0.01%
+1,260
812
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314
813
$33K 0.01%
653
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814
$33K 0.01%
685
815
$33K 0.01%
719
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816
$33K 0.01%
826
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817
$32K 0.01%
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818
$32K 0.01%
1,663
819
$32K 0.01%
441
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821
$32K 0.01%
619
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$31K 0.01%
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823
$31K 0.01%
109
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824
$31K 0.01%
764
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825
$31K 0.01%
700
+144
31 32
33
34 35