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
901
$27K 0.01%
540
902
$27K 0.01%
1,455
+30
903
$26K 0.01%
361
904
$26K 0.01%
570
+15
905
$26K 0.01%
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906
$26K 0.01%
+60
907
$26K 0.01%
556
908
$26K 0.01%
655
909
$26K 0.01%
+70
910
$26K 0.01%
1,877
911
$25K 0.01%
265
-1
912
$25K 0.01%
970
913
$25K 0.01%
+700
914
$25K 0.01%
2,276
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915
$25K 0.01%
189
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916
$25K 0.01%
+400
917
$25K 0.01%
514
+16
918
$25K 0.01%
260
919
$25K 0.01%
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920
$25K 0.01%
1,455
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921
$25K 0.01%
363
922
$25K 0.01%
510
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923
$25K 0.01%
772
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924
$25K 0.01%
2,089
+27
925
$24K 0.01%
3,505
+2,342
35 36
37
38 39