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
$845M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$5.73M
3
+$3.2M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.83M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.76M

Top Sells

1
+$962K
2
+$882K
3
+$799K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$721K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$672K

Sector Composition

1 Healthcare 8.42%
2 Technology 7.1%
3 Financials 4.68%
4 Communication Services 4.11%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.54M 0.3%
17,784
+2,937
77
$2.54M 0.3%
24,886
-1,748
78
$2.52M 0.3%
125,686
+40,310
79
$2.42M 0.29%
33,285
-360
80
$2.32M 0.27%
26,741
+3,036
81
$2.32M 0.27%
43,178
-2,513
82
$2.28M 0.27%
32,667
+1,460
83
$2.28M 0.27%
151,342
84
$2.27M 0.27%
35,062
+1,997
85
$2.23M 0.26%
46,060
-5,968
86
$2.23M 0.26%
18,468
-1,368
87
$2.23M 0.26%
28,401
-3,886
88
$2.21M 0.26%
+32,908
89
$2.21M 0.26%
21,894
+7,198
90
$2.16M 0.26%
8,821
+429
91
$2.11M 0.25%
15,455
-864
92
$2.1M 0.25%
59,450
+654
93
$2.08M 0.25%
22,297
+17,729
94
$2.07M 0.24%
52,158
+3,789
95
$2.06M 0.24%
14,838
-2,296
96
$2.06M 0.24%
6,971
+1,921
97
$2.04M 0.24%
219,109
+3,160
98
$2.04M 0.24%
25,005
-218
99
$2.02M 0.24%
34,698
+11,234
100
$2M 0.24%
17,842
+1,440
2 3
4
5 6