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
76
$1.13M 0.3%
8,315
+232
77
$1.12M 0.3%
61,458
+6,074
78
$1.1M 0.3%
101,624
+5,851
79
$1.09M 0.29%
10,825
-727
80
$1.09M 0.29%
11,168
+754
81
$1.08M 0.29%
13,581
-213
82
$1.07M 0.29%
14,540
+774
83
$1.06M 0.28%
8,936
+338
84
$1.06M 0.28%
20,568
-950
85
$1.04M 0.28%
35,478
-6,293
86
$1.03M 0.28%
22,359
+14,888
87
$1.03M 0.28%
18,489
-1,582
88
$1.02M 0.27%
5,730
+481
89
$1M 0.27%
16,494
-1,094
90
$991K 0.27%
10,602
+1,148
91
$986K 0.26%
2,962
-28
92
$985K 0.26%
5,934
-818
93
$973K 0.26%
12,928
+4,315
94
$953K 0.26%
24,645
+1,227
95
$950K 0.26%
+12,481
96
$940K 0.25%
20,464
+1,090
97
$934K 0.25%
9,485
+1,316
98
$923K 0.25%
8,846
-260
99
$923K 0.25%
8,613
+3,403
100
$917K 0.25%
5,815
+82
2 3
4
5 6