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
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$1.9M
3
+$1.37M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.25M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.04M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$1.17M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.12M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.09M

Sector Composition

1 Technology 7.33%
2 Financials 5.44%
3 Consumer Discretionary 5.3%
4 Healthcare 4.9%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$19K 0.01%
308
1002
$19K 0.01%
+360
1003
$19K 0.01%
166
1004
$19K 0.01%
978
1005
$19K 0.01%
2,800
1006
$19K 0.01%
33
1007
$19K 0.01%
1,110
1008
$19K 0.01%
779
+7
1009
$19K 0.01%
422
+122
1010
$18K ﹤0.01%
450
+1
1011
$18K ﹤0.01%
262
1012
$18K ﹤0.01%
251
+40
1013
$18K ﹤0.01%
287
1014
$18K ﹤0.01%
232
+60
1015
$18K ﹤0.01%
604
+3
1016
$18K ﹤0.01%
529
-305
1017
$18K ﹤0.01%
575
1018
$18K ﹤0.01%
1,012
1019
$18K ﹤0.01%
446
+1
1020
$18K ﹤0.01%
1,066
+18
1021
$18K ﹤0.01%
528
+128
1022
$18K ﹤0.01%
117
1023
$18K ﹤0.01%
450
1024
$18K ﹤0.01%
30
1025
$18K ﹤0.01%
868
39 40
41
42 43