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 5.45%
3 Consumer Discretionary 5.3%
4 Healthcare 4.89%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$15K ﹤0.01%
367
-80
1077
$15K ﹤0.01%
150
1078
$15K ﹤0.01%
639
1079
$14K ﹤0.01%
1,000
1080
$14K ﹤0.01%
390
-70
1081
$14K ﹤0.01%
921
-237
1082
$14K ﹤0.01%
600
1083
$14K ﹤0.01%
725
-2
1084
$14K ﹤0.01%
112
1085
$14K ﹤0.01%
472
1086
$14K ﹤0.01%
2,000
1087
$14K ﹤0.01%
1,141
1088
$14K ﹤0.01%
150
1089
$14K ﹤0.01%
+2,383
1090
$14K ﹤0.01%
202
1091
$14K ﹤0.01%
272
1092
$14K ﹤0.01%
100
1093
$14K ﹤0.01%
161
1094
$14K ﹤0.01%
592
+222
1095
$14K ﹤0.01%
102
-14
1096
$14K ﹤0.01%
1,014
+500
1097
$14K ﹤0.01%
522
1098
$14K ﹤0.01%
+1,000
1099
$14K ﹤0.01%
622
1100
$13K ﹤0.01%
264
-336
42 43
44
45 46