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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$5.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.84M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.14M

Top Sells

1
+$26.3M
2
+$17.1M
3
+$4.56M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.84%
4 Communication Services 4%
5 Financials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.19M 0.3%
54,858
+3,030
77
$2.11M 0.29%
31,748
+116
78
$2.1M 0.29%
67,462
-5,833
79
$2.07M 0.28%
46,537
-767
80
$2.07M 0.28%
36,231
-49,295
81
$2.06M 0.28%
37,613
-4,173
82
$2.02M 0.28%
44,318
+23,971
83
$2.01M 0.28%
6,802
-2,698
84
$2M 0.27%
29,664
-2,972
85
$2M 0.27%
52,834
+9,369
86
$1.99M 0.27%
18,654
+68
87
$1.99M 0.27%
15,027
+955
88
$1.93M 0.26%
32,466
+28,578
89
$1.93M 0.26%
43,176
-2,826
90
$1.92M 0.26%
26,028
-3,073
91
$1.92M 0.26%
82,787
-12,625
92
$1.9M 0.26%
40,764
-282
93
$1.89M 0.26%
11,496
-586
94
$1.85M 0.25%
59,761
-13,753
95
$1.84M 0.25%
6,082
+68
96
$1.84M 0.25%
13,673
-3,124
97
$1.84M 0.25%
30,742
+23,910
98
$1.83M 0.25%
30,205
+20,429
99
$1.81M 0.25%
34,852
-2,980
100
$1.79M 0.25%
19,617
-186,538
2 3
4
5 6