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 5.44%
3 Consumer Discretionary 5.3%
4 Healthcare 4.9%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$31K 0.01%
525
827
$31K 0.01%
3,004
+2,000
828
$31K 0.01%
7,000
829
$31K 0.01%
573
830
$31K 0.01%
600
831
$31K 0.01%
1,905
-225
832
$31K 0.01%
2,734
-833
833
$31K 0.01%
288
834
$31K 0.01%
710
+470
835
$31K 0.01%
134
-25
836
$31K 0.01%
212
837
$31K 0.01%
555
-80
838
$31K 0.01%
910
+5
839
$30K 0.01%
523
840
$30K 0.01%
3,161
+400
841
$30K 0.01%
700
842
$30K 0.01%
1,758
843
$30K 0.01%
1,266
+23
844
$30K 0.01%
2,260
+1,260
845
$30K 0.01%
202
846
$30K 0.01%
1,643
847
$30K 0.01%
2,050
848
$30K 0.01%
2,167
-100
849
$30K 0.01%
437
850
$30K 0.01%
1,079
+5
32 33
34
35 36