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
76
$1.22M 0.32%
6,752
+2,227
77
$1.2M 0.32%
55,384
+52,764
78
$1.19M 0.32%
25,953
-1,469
79
$1.19M 0.32%
+16,142
80
$1.19M 0.31%
19,984
+11,485
81
$1.18M 0.31%
11,442
-1,800
82
$1.18M 0.31%
8,083
+47
83
$1.18M 0.31%
20,071
+14,661
84
$1.17M 0.31%
13,794
+153
85
$1.17M 0.31%
18,694
+12,838
86
$1.16M 0.31%
18,201
+6,532
87
$1.14M 0.3%
17,588
+3,666
88
$1.12M 0.3%
9,848
-588
89
$1.11M 0.29%
12,711
+2,916
90
$1.11M 0.29%
15,596
+720
91
$1.1M 0.29%
33,492
+1,936
92
$1.1M 0.29%
17,756
+5,322
93
$1.07M 0.28%
13,766
+12,666
94
$1.06M 0.28%
14,361
+2,215
95
$1.03M 0.27%
8,598
+1,307
96
$1M 0.27%
10,414
+8,452
97
$1M 0.27%
23,418
+375
98
$999K 0.26%
5,249
+1,727
99
$997K 0.26%
5,733
+363
100
$990K 0.26%
5,251
+418
2 3
4
5 6