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
901
$25K 0.01%
750
-170
902
$25K 0.01%
500
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903
$25K 0.01%
189
904
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400
905
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906
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907
$25K 0.01%
1,185
908
$25K 0.01%
1,200
909
$24K 0.01%
970
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$24K 0.01%
347
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911
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912
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206
913
$24K 0.01%
900
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915
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1,213
916
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917
$24K 0.01%
810
918
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+1,010
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$24K 0.01%
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920
$23K 0.01%
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$23K 0.01%
497
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600
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1,455
924
$23K 0.01%
199
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925
$23K 0.01%
2,117
+28
35 36
37
38 39