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
1001
$19K 0.01%
166
1002
$19K 0.01%
424
1003
$19K 0.01%
250
+100
1004
$19K 0.01%
1,000
1005
$19K 0.01%
338
1006
$19K 0.01%
226
1007
$19K 0.01%
467
+192
1008
$19K 0.01%
1,100
1009
$18K ﹤0.01%
+275
1010
$18K ﹤0.01%
106
+6
1011
– –
0
1012
$18K ﹤0.01%
23
1013
$18K ﹤0.01%
449
+1
1014
$18K ﹤0.01%
287
1015
$18K ﹤0.01%
+680
1016
$18K ﹤0.01%
445
+1
1017
$18K ﹤0.01%
117
+80
1018
$18K ﹤0.01%
+750
1019
$18K ﹤0.01%
601
1020
$18K ﹤0.01%
920
+270
1021
$18K ﹤0.01%
+1,012
1022
$18K ﹤0.01%
98
1023
$18K ﹤0.01%
30
1024
$18K ﹤0.01%
595
+582
1025
$18K ﹤0.01%
+1,000
39 40
41
42 43