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
$735M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.37M
3
+$3.35M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.23M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.08M

Top Sells

1
+$9.3M
2
+$4.04M
3
+$1.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.07M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$999K

Sector Composition

1 Healthcare 8.01%
2 Technology 6.84%
3 Financials 4.91%
4 Communication Services 4.3%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.26M 0.31%
41,352
+19,439
77
$2.23M 0.3%
16,319
+5,257
78
$2.2M 0.3%
31,207
+1,933
79
$2.19M 0.3%
33,645
-6,813
80
$2.18M 0.3%
7,982
+99
81
$2.17M 0.29%
138,672
-2,243
82
$2.14M 0.29%
33,065
+5,029
83
$2.08M 0.28%
40,164
+3,723
84
$2.06M 0.28%
14,847
+5,730
85
$2.04M 0.28%
83,102
+95
86
$2M 0.27%
215,949
+31,130
87
$2M 0.27%
295,493
-60,992
88
$1.98M 0.27%
58,796
-1,888
89
$1.96M 0.27%
25,223
+597
90
$1.94M 0.26%
18,226
-852
91
$1.92M 0.26%
48,369
+10,068
92
$1.91M 0.26%
23,705
+5,238
93
$1.86M 0.25%
4,773
+1,472
94
$1.86M 0.25%
16,402
+13,914
95
$1.83M 0.25%
65,346
-14,372
96
$1.82M 0.25%
16,304
-221
97
$1.82M 0.25%
58,563
-5,862
98
$1.81M 0.25%
8,392
+1,933
99
$1.76M 0.24%
17,303
-3,630
100
$1.76M 0.24%
13,592
+3,169
2 3
4
5 6