IWM
IHT Wealth Management Portfolio holdings
AUM $3.2B
AUM
$3.2B
AUM Growth
+$102M (+3%)
Cap. Flow
+$222M
Cap. Flow % of AUM
6.94%
Top 10 Holdings %Top 10 Hldgs %
19.68%
Holding
1,165
New
87
Increased
467
Reduced
488
Closed
80
Top Buys
| 1 | $41.4M | |
| 2 | $28.5M | |
| 3 | $24.4M | |
| 4 | $20.9M | |
| 5 | $16.6M |
Top Sells
| 1 | $25.3M | |
| 2 | $18.4M | |
| 3 | $11.9M | |
| 4 | $9.54M | |
| 5 | $9.16M |
Sector Composition
| 1 | Technology | 10.23% |
| 2 | Consumer Discretionary | 4.17% |
| 3 | Financials | 4.12% |
| 4 | Healthcare | 2.88% |
| 5 | Industrials | 2.72% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $224K | 0.01% | 3,265 -28 | -0.9% | -$1.92K | |||
| $223K | 0.01% | 27,400 +300 | +1% | +$2.44K | |||
| $221K | 0.01% | 4,336 -1,166 | -21% | -$59.5K | |||
| $221K | 0.01% | 5,528 -933 | -14% | -$37.3K | |||
| $221K | 0.01% | 3,583 +4 | +0.1% | +$247 | |||
| $221K | 0.01% | 977 | New | +$221K | |||
| $221K | 0.01% | 2,465 -482 | -16% | -$43.2K | |||
| $221K | 0.01% | 4,768 | New | +$221K | |||
| $221K | 0.01% | 3,258 | New | +$221K | |||
| $220K | 0.01% | 3,060 -14,332 | -82% | -$1.03M | |||
| $220K | 0.01% | 4,158 +17 | +0.4% | +$901 | |||
| $220K | 0.01% | 1,799 +74 | +4% | +$9.04K | |||
| $220K | 0.01% | 10,150 -418 | -4% | -$9.04K | |||
| $219K | 0.01% | 9,727 | New | +$219K | |||
| $219K | 0.01% | 3,681 -2,112 | -36% | -$125K | |||
| $219K | 0.01% | 10,563 -1,041 | -9% | -$21.5K | |||
| $219K | 0.01% | 11,058 -253 | -2% | -$5K | |||
| $218K | 0.01% | 686 +6 | +0.9% | +$1.9K | |||
| $218K | 0.01% | 770 -2 | -0.3% | -$565 | |||
| $217K | 0.01% | 1,141 +44 | +4% | +$8.36K | |||
| $216K | 0.01% | 3,021 | New | +$216K | |||
| $216K | 0.01% | 9,788 -36 | -0.4% | -$794 | |||
| $215K | 0.01% | 15,776 +826 | +6% | +$11.3K | |||
| $215K | 0.01% | 888 | New | +$215K | |||
| $215K | 0.01% | 6,517 | New | +$215K |
