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
1126
$12K ﹤0.01%
140
1127
$12K ﹤0.01%
239
+9
1128
$12K ﹤0.01%
240
1129
$12K ﹤0.01%
+475
1130
$12K ﹤0.01%
507
+48
1131
$12K ﹤0.01%
460
1132
$12K ﹤0.01%
473
+11
1133
$12K ﹤0.01%
119
1134
$12K ﹤0.01%
805
+55
1135
$12K ﹤0.01%
353
1136
$12K ﹤0.01%
155
1137
$12K ﹤0.01%
2,000
1138
$12K ﹤0.01%
98
+95
1139
$12K ﹤0.01%
+3,500
1140
$12K ﹤0.01%
500
1141
$12K ﹤0.01%
+1,345
1142
$12K ﹤0.01%
+527
1143
$12K ﹤0.01%
406
1144
$12K ﹤0.01%
160
1145
$12K ﹤0.01%
274
1146
$12K ﹤0.01%
338
-246
1147
$12K ﹤0.01%
200
1148
$12K ﹤0.01%
+1,620
1149
$12K ﹤0.01%
+601
1150
$12K ﹤0.01%
338
44 45
46
47 48