IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$7.86M
2
+$1.9M
3
+$1.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.24M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.1M

Top Sells

1
+$1.3M
2
+$1.26M
3
+$1.24M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.22M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.16M

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
1101
$13K ﹤0.01%
+1,000
1102
$13K ﹤0.01%
356
1103
$13K ﹤0.01%
450
1104
$13K ﹤0.01%
117
-27
1105
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1,000
1106
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484
1107
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264
-336
1108
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494
+1
1109
$13K ﹤0.01%
174
1110
$13K ﹤0.01%
400
-100
1111
$13K ﹤0.01%
210
1112
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170
1113
$13K ﹤0.01%
425
1114
$13K ﹤0.01%
309
-216
1115
$13K ﹤0.01%
1,302
1116
$13K ﹤0.01%
+44
1117
$12K ﹤0.01%
271
1118
$12K ﹤0.01%
+540
1119
$12K ﹤0.01%
2,060
1120
$12K ﹤0.01%
312
+2
1121
$12K ﹤0.01%
507
1122
$12K ﹤0.01%
460
1123
$12K ﹤0.01%
473
1124
$12K ﹤0.01%
341
-52
1125
$12K ﹤0.01%
195
-3
43 44
45
46 47