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
1101
$13K ﹤0.01%
494
+1
1102
$13K ﹤0.01%
174
1103
$13K ﹤0.01%
400
-100
1104
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210
1105
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170
1106
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425
1107
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309
-216
1108
$13K ﹤0.01%
1,302
1109
$13K ﹤0.01%
+44
1110
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117
-27
1111
$13K ﹤0.01%
100
1112
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+1,000
1113
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356
1114
$13K ﹤0.01%
450
1115
$13K ﹤0.01%
1,000
1116
$13K ﹤0.01%
484
1117
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271
1118
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312
+2
1119
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507
1120
$12K ﹤0.01%
460
1121
$12K ﹤0.01%
473
1122
$12K ﹤0.01%
341
-52
1123
$12K ﹤0.01%
250
1124
$12K ﹤0.01%
1,274
-606
1125
$12K ﹤0.01%
75
43 44
45
46 47