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
1051
$16K ﹤0.01%
+101
1052
$16K ﹤0.01%
290
1053
$16K ﹤0.01%
1,141
1054
$16K ﹤0.01%
330
1055
$16K ﹤0.01%
+763
1056
$16K ﹤0.01%
700
1057
$16K ﹤0.01%
+253
1058
$16K ﹤0.01%
+416
1059
$16K ﹤0.01%
525
1060
$16K ﹤0.01%
1,000
+197
1061
$16K ﹤0.01%
+522
1062
$15K ﹤0.01%
384
1063
$15K ﹤0.01%
1,000
1064
$15K ﹤0.01%
425
-70
1065
$15K ﹤0.01%
+600
1066
$15K ﹤0.01%
1,062
+1,000
1067
$15K ﹤0.01%
727
+235
1068
$15K ﹤0.01%
222
+142
1069
$15K ﹤0.01%
476
+149
1070
$15K ﹤0.01%
2,000
1071
$15K ﹤0.01%
425
1072
$15K ﹤0.01%
124
1073
$15K ﹤0.01%
300
1074
$15K ﹤0.01%
252
+240
1075
$15K ﹤0.01%
899
-1,747
41 42
43
44 45