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
$996M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.9M
3
+$11.2M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$10.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$5.87M
2
+$5.76M
3
+$5.09M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.92M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.81M

Sector Composition

1 Technology 9.71%
2 Healthcare 9.28%
3 Consumer Discretionary 5.17%
4 Financials 3.78%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.97M 0.3%
30,839
-2,137
77
$2.9M 0.29%
48,925
+8,245
78
$2.9M 0.29%
27,941
+2,057
79
$2.87M 0.29%
149,635
+6,276
80
$2.85M 0.29%
33,500
-10,965
81
$2.83M 0.28%
52,724
+3,691
82
$2.82M 0.28%
86,509
-12,239
83
$2.82M 0.28%
+249,328
84
$2.74M 0.28%
8,108
+1,306
85
$2.73M 0.27%
69,128
-8,743
86
$2.7M 0.27%
122,753
+67,532
87
$2.69M 0.27%
20,002
+6,329
88
$2.68M 0.27%
64,295
-5,179
89
$2.67M 0.27%
+103,814
90
$2.67M 0.27%
14,168
-2,199
91
$2.64M 0.27%
31,752
+4
92
$2.57M 0.26%
106,575
+14,365
93
$2.56M 0.26%
+92,552
94
$2.56M 0.26%
33,952
+4,288
95
$2.52M 0.25%
51,054
+7,878
96
$2.43M 0.24%
+151,944
97
$2.43M 0.24%
18,891
+10,855
98
$2.37M 0.24%
40,440
+2,082
99
$2.32M 0.23%
7,530
+2,473
100
$2.29M 0.23%
38,775
-2,936
2 3
4
5 6