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
1076
$15K ﹤0.01%
1,000
1077
$15K ﹤0.01%
476
+149
1078
$15K ﹤0.01%
2,000
1079
$15K ﹤0.01%
425
1080
$15K ﹤0.01%
124
1081
$14K ﹤0.01%
356
1082
$14K ﹤0.01%
65
1083
$14K ﹤0.01%
493
+2
1084
$14K ﹤0.01%
172
-112
1085
$14K ﹤0.01%
474
+38
1086
$14K ﹤0.01%
2,178
+1,950
1087
$14K ﹤0.01%
199
+114
1088
$14K ﹤0.01%
186
+1
1089
$14K ﹤0.01%
170
1090
$14K ﹤0.01%
1,000
1091
$14K ﹤0.01%
+150
1092
$14K ﹤0.01%
1,302
1093
$14K ﹤0.01%
622
+52
1094
$14K ﹤0.01%
+400
1095
$14K ﹤0.01%
+100
1096
$14K ﹤0.01%
300
+250
1097
$14K ﹤0.01%
2,060
1098
$14K ﹤0.01%
393
-71
1099
– –
0
1100
$14K ﹤0.01%
+433
42 43
44
45 46