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
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.87M
3
+$3.02M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.83M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.02M

Top Sells

1
+$353K
2
+$282K
3
+$234K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$187K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$21K 0.01%
+33
977
$21K 0.01%
+450
978
$21K 0.01%
942
-32
979
$21K 0.01%
375
980
$21K 0.01%
900
981
$21K 0.01%
408
982
$21K 0.01%
+320
983
$20K 0.01%
735
984
$20K 0.01%
262
985
$20K 0.01%
500
986
$20K 0.01%
1,926
987
$20K 0.01%
1,563
988
$20K 0.01%
575
989
$20K 0.01%
545
990
$20K 0.01%
96
991
$20K 0.01%
2,800
992
$20K 0.01%
1,110
+457
993
$20K 0.01%
16
994
$20K 0.01%
400
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995
$20K 0.01%
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996
$20K 0.01%
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997
$20K 0.01%
100
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998
$20K 0.01%
+308
999
$19K 0.01%
+200
1000
$19K 0.01%
651
38 39
40
41 42