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
1026
$17K ﹤0.01%
348
1027
$17K ﹤0.01%
144
+40
1028
$17K ﹤0.01%
+1,048
1029
$17K ﹤0.01%
+2,998
1030
$17K ﹤0.01%
688
1031
$17K ﹤0.01%
295
-62
1032
$17K ﹤0.01%
+5,700
1033
$17K ﹤0.01%
460
-335
1034
$17K ﹤0.01%
150
1035
$17K ﹤0.01%
351
-80
1036
$17K ﹤0.01%
+500
1037
$17K ﹤0.01%
313
+250
1038
$17K ﹤0.01%
627
+54
1039
$17K ﹤0.01%
1,100
1040
$17K ﹤0.01%
365
+64
1041
$17K ﹤0.01%
235
1042
$17K ﹤0.01%
209
1043
$17K ﹤0.01%
203
1044
$16K ﹤0.01%
590
-450
1045
$16K ﹤0.01%
+5,600
1046
$16K ﹤0.01%
976
1047
$16K ﹤0.01%
211
+130
1048
$16K ﹤0.01%
+1,657
1049
$16K ﹤0.01%
112
+90
1050
$16K ﹤0.01%
204
+97
40 41
42
43 44