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
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.67M
3
+$3.56M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.48M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.01M

Top Sells

1
+$20.7M
2
+$5.53M
3
+$3.54M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.52M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.08%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.2M 0.28%
33,938
-6,747
77
$3.19M 0.28%
64,915
+156
78
$3.15M 0.28%
27,496
-240
79
$3.08M 0.27%
22,431
+1,176
80
$3.06M 0.27%
22,362
-80
81
$3.05M 0.27%
48,430
+3,748
82
$3.03M 0.27%
57,736
+121
83
$2.98M 0.26%
34,174
-2,207
84
$2.97M 0.26%
20,728
+169
85
$2.94M 0.26%
34,343
-166
86
$2.92M 0.26%
69,472
-41,530
87
$2.9M 0.26%
105,784
+12,192
88
$2.9M 0.26%
168,045
-530
89
$2.88M 0.25%
42,067
-1,744
90
$2.87M 0.25%
13,111
-148
91
$2.86M 0.25%
30,604
92
$2.83M 0.25%
187,117
+110,393
93
$2.76M 0.24%
79,481
-9,698
94
$2.71M 0.24%
66,421
+3,388
95
$2.71M 0.24%
90,995
+186
96
$2.69M 0.24%
59,500
-1,500
97
$2.62M 0.23%
141,107
+28,007
98
$2.59M 0.23%
41,388
-855
99
$2.5M 0.22%
7,919
+148
100
$2.48M 0.22%
12,593
+6,906
2 3
4
5 6