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 | |
|---|---|---|---|---|---|---|---|
| $286K | 0.01% | 155 -6 | -4% | -$11.1K | |||
| $285K | 0.01% | 3,551 -18 | -0.5% | -$1.44K | |||
| $285K | 0.01% | 10,437 +599 | +6% | +$16.3K | |||
| $285K | 0.01% | 3,636 -637 | -15% | -$49.9K | |||
| $284K | 0.01% | 4,675 -123 | -3% | -$7.47K | |||
| $284K | 0.01% | 3,080 -861 | -22% | -$79.3K | |||
| $282K | 0.01% | 6,942 +143 | +2% | +$5.82K | |||
| $282K | 0.01% | 1,112 -16 | -1% | -$4.06K | |||
| $281K | 0.01% | 17,570 -2,269 | -11% | -$36.3K | |||
| $280K | 0.01% | 4,491 -153 | -3% | -$9.55K | |||
| $280K | 0.01% | 5,149 -169 | -3% | -$9.18K | |||
| $279K | 0.01% | 3,742 +258 | +7% | +$19.3K | |||
| $279K | 0.01% | 7,971 +324 | +4% | +$11.4K | |||
| $279K | 0.01% | 14,090 -236 | -2% | -$4.68K | |||
| $278K | 0.01% | 2,604 +328 | +14% | +$35K | |||
| $278K | 0.01% | 13,000 | New | +$278K | |||
| $277K | 0.01% | 20,000 +8,000 | +67% | +$111K | |||
| $277K | 0.01% | 6,036 +272 | +5% | +$12.5K | |||
| $277K | 0.01% | 3,327 -5,015 | -60% | -$417K | |||
| $276K | 0.01% | 6,349 +90 | +1% | +$3.91K | |||
| $274K | 0.01% | 5,127 +23 | +0.5% | +$1.23K | |||
| $274K | 0.01% | 9,251 -2,051 | -18% | -$60.8K | |||
| $274K | 0.01% | 1,605 -358 | -18% | -$61.1K | |||
| $273K | 0.01% | 2,028 | New | +$273K | |||
| $273K | 0.01% | 8,806 | – | – |
