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
826
$34K 0.01%
212
+188
827
$33K 0.01%
+609
828
$33K 0.01%
664
-116
829
$33K 0.01%
820
+490
830
$33K 0.01%
316
+298
831
$33K 0.01%
93
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832
$33K 0.01%
+1,380
833
$33K 0.01%
307
834
$33K 0.01%
+2,800
835
$33K 0.01%
484
+4
836
$32K 0.01%
698
837
$32K 0.01%
779
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838
$32K 0.01%
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839
$32K 0.01%
2,002
+1,973
840
$32K 0.01%
202
841
$32K 0.01%
+1,921
842
$32K 0.01%
650
+4
843
$32K 0.01%
1,102
844
$32K 0.01%
159
-25
845
$31K 0.01%
+600
846
$31K 0.01%
920
847
$31K 0.01%
429
848
$31K 0.01%
190
+131
849
$31K 0.01%
437
850
$31K 0.01%
2,065
-759
32 33
34
35 36