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 | |
|---|---|---|---|---|---|---|---|
| $328K | 0.01% | 21,494 -1,757 | -8% | -$26.8K | |||
| $327K | 0.01% | 7,777 -287 | -4% | -$12.1K | |||
| $327K | 0.01% | 1,218 -132 | -10% | -$35.4K | |||
| $326K | 0.01% | 8,239 +355 | +5% | +$14K | |||
| $325K | 0.01% | 14,652 -3,821 | -21% | -$84.8K | |||
| $324K | 0.01% | 9,358 -21,309 | -69% | -$738K | |||
| $324K | 0.01% | 11,709 -26 | -0.2% | -$719 | |||
| $323K | 0.01% | 4,700 | – | – | |||
| $322K | 0.01% | 4,379 +21 | +0.5% | +$1.55K | |||
| $320K | 0.01% | 11,893 | New | +$320K | |||
| $320K | 0.01% | 8,769 -9,990 | -53% | -$365K | |||
| $319K | 0.01% | 16,337 +4,258 | +35% | +$83.2K | |||
| $317K | 0.01% | 5,773 +35 | +0.6% | +$1.92K | |||
| $316K | 0.01% | 4,358 -169 | -4% | -$12.2K | |||
| $316K | 0.01% | 4,602 +58 | +1% | +$3.98K | |||
| $314K | 0.01% | 13,296 | – | – | |||
| $314K | 0.01% | 9,667 -24,195 | -71% | -$785K | |||
| $313K | 0.01% | 719 -39 | -5% | -$17K | |||
| $312K | 0.01% | 218 -4 | -2% | -$5.73K | |||
| $311K | 0.01% | 5,059 -495 | -9% | -$30.4K | |||
| $310K | 0.01% | 5,468 -456 | -8% | -$25.8K | |||
| $308K | 0.01% | 6,314 -5,446 | -46% | -$266K | |||
| $308K | 0.01% | 8,635 +732 | +9% | +$26.1K | |||
| $308K | 0.01% | 10,238 | New | +$308K | |||
| $308K | 0.01% | 1,927 +31 | +2% | +$4.96K |
