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 | |
|---|---|---|---|---|---|---|---|
| $271K | 0.01% | 1,573 | – | – | |||
| $271K | 0.01% | 5,560 +1 | +0% | +$49 | |||
| $270K | 0.01% | 24,845 | – | – | |||
| $270K | 0.01% | 7,800 -2,680 | -26% | -$92.8K | |||
| $269K | 0.01% | 3,701 +414 | +13% | +$30.1K | |||
| $269K | 0.01% | 25,984 +26 | +0.1% | +$269 | |||
| $269K | 0.01% | 21,295 +148 | +0.7% | +$1.87K | |||
| $268K | 0.01% | 1,620 +178 | +12% | +$29.5K | |||
| $267K | 0.01% | 70 +1 | +1% | +$3.81K | |||
| $267K | 0.01% | 69,949 +56,860 | +434% | +$217K | |||
| $266K | 0.01% | 3,354 +110 | +3% | +$8.72K | |||
| $265K | 0.01% | 3,281 -69 | -2% | -$5.57K | |||
| $264K | 0.01% | 4,257 -109 | -3% | -$6.77K | |||
| $264K | 0.01% | 27,201 +276 | +1% | +$2.68K | |||
| $264K | 0.01% | 2,317 +238 | +11% | +$27.1K | |||
| $263K | 0.01% | 3,430 -571 | -14% | -$43.7K | |||
| $262K | 0.01% | 1,429 -607 | -30% | -$111K | |||
| $261K | 0.01% | 24,335 -798 | -3% | -$8.56K | |||
| $260K | 0.01% | 609 -33 | -5% | -$14.1K | |||
| $257K | 0.01% | 5,509 +17 | +0.3% | +$795 | |||
| $257K | 0.01% | 5,000 | New | +$257K | |||
| $257K | 0.01% | 34,441 -2,750 | -7% | -$20.5K | |||
| $256K | 0.01% | 193 | New | +$256K | |||
| $255K | 0.01% | 12,693 -942 | -7% | -$18.9K | |||
| $253K | 0.01% | 4,159 +105 | +3% | +$6.39K |
