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
926
$24K 0.01%
+400
927
$24K 0.01%
525
+90
928
$24K 0.01%
501
+329
929
$24K 0.01%
810
-510
930
$24K 0.01%
1,185
931
$24K 0.01%
421
932
$24K 0.01%
+1,500
933
$24K 0.01%
1,048
934
$24K 0.01%
683
+413
935
$24K 0.01%
11
936
$24K 0.01%
67
+12
937
$24K 0.01%
455
938
$23K 0.01%
525
-425
939
$23K 0.01%
+359
940
$23K 0.01%
441
941
$23K 0.01%
+146
942
$23K 0.01%
303
943
$23K 0.01%
189
944
$23K 0.01%
236
945
$23K 0.01%
686
-77
946
$23K 0.01%
1,670
+1,068
947
$23K 0.01%
+591
948
$23K 0.01%
+1,600
949
$23K 0.01%
+2,200
950
$23K 0.01%
644
+70
36 37
38
39 40