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
1051
$16K ﹤0.01%
330
1052
$16K ﹤0.01%
96
1053
$16K ﹤0.01%
1,166
1054
$16K ﹤0.01%
203
1055
$15K ﹤0.01%
252
1056
$15K ﹤0.01%
477
-1,000
1057
$15K ﹤0.01%
525
1058
$15K ﹤0.01%
132
+41
1059
$15K ﹤0.01%
367
-80
1060
$15K ﹤0.01%
385
+1
1061
$15K ﹤0.01%
976
1062
$15K ﹤0.01%
1,400
-876
1063
$15K ﹤0.01%
87
+60
1064
$15K ﹤0.01%
150
1065
$15K ﹤0.01%
500
1066
$15K ﹤0.01%
688
-878
1067
$15K ﹤0.01%
5,600
1068
$15K ﹤0.01%
800
1069
$15K ﹤0.01%
639
1070
$15K ﹤0.01%
2,998
1071
$15K ﹤0.01%
688
1072
$15K ﹤0.01%
319
-32
1073
$15K ﹤0.01%
425
1074
$15K ﹤0.01%
1,062
1075
$15K ﹤0.01%
235
41 42
43
44 45