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 5.45%
3 Consumer Discretionary 5.3%
4 Healthcare 4.89%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$23K 0.01%
1,455
927
$23K 0.01%
199
+75
928
$23K 0.01%
2,117
+28
929
$23K 0.01%
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930
$23K 0.01%
70
931
$23K 0.01%
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932
$22K 0.01%
560
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933
$22K 0.01%
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934
$22K 0.01%
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935
$22K 0.01%
361
936
$22K 0.01%
1,920
937
$22K 0.01%
199
938
$22K 0.01%
250
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939
$22K 0.01%
571
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940
$22K 0.01%
1,048
941
$22K 0.01%
655
942
$22K 0.01%
340
943
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944
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367
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946
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2,294
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947
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231
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948
$21K 0.01%
+148
949
$21K 0.01%
735
950
$21K 0.01%
983
36 37
38
39 40