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
1026
$18K ﹤0.01%
+1,000
1027
$17K ﹤0.01%
+825
1028
$17K ﹤0.01%
683
+3
1029
$17K ﹤0.01%
321
+1
1030
$17K ﹤0.01%
235
+49
1031
$17K ﹤0.01%
280
-19,278
1032
$17K ﹤0.01%
573
+97
1033
$17K ﹤0.01%
605
-22
1034
$17K ﹤0.01%
424
1035
$17K ﹤0.01%
1,317
-685
1036
$17K ﹤0.01%
251
+1
1037
$17K ﹤0.01%
359
1038
$17K ﹤0.01%
226
1039
$17K ﹤0.01%
595
1040
– –
0
1041
$17K ﹤0.01%
27
+4
1042
$16K ﹤0.01%
348
1043
$16K ﹤0.01%
451
+113
1044
$16K ﹤0.01%
295
1045
$16K ﹤0.01%
5,700
1046
$16K ﹤0.01%
2,500
-1,000
1047
$16K ﹤0.01%
652
+1
1048
$16K ﹤0.01%
101
1049
$16K ﹤0.01%
290
1050
$16K ﹤0.01%
1,100
40 41
42
43 44