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
1101
$14K ﹤0.01%
393
-71
1102
$14K ﹤0.01%
2,178
+1,950
1103
$14K ﹤0.01%
199
+114
1104
$13K ﹤0.01%
510
+90
1105
$13K ﹤0.01%
600
1106
$13K ﹤0.01%
75
1107
$13K ﹤0.01%
484
1108
$13K ﹤0.01%
300
1109
$13K ﹤0.01%
713
1110
$13K ﹤0.01%
+450
1111
$13K ﹤0.01%
271
1112
$13K ﹤0.01%
310
+52
1113
$13K ﹤0.01%
440
+150
1114
$13K ﹤0.01%
174
+147
1115
$13K ﹤0.01%
+198
1116
$13K ﹤0.01%
942
+351
1117
$13K ﹤0.01%
+250
1118
$13K ﹤0.01%
140
+1
1119
$13K ﹤0.01%
324
1120
$13K ﹤0.01%
1,249
1121
$13K ﹤0.01%
+300
1122
$13K ﹤0.01%
998
1123
$13K ﹤0.01%
161
+153
1124
$13K ﹤0.01%
436
-50
1125
$12K ﹤0.01%
+200
43 44
45
46 47