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 5.44%
3 Consumer Discretionary 5.3%
4 Healthcare 4.9%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$12K ﹤0.01%
1,150
+150
1127
$12K ﹤0.01%
660
1128
$12K ﹤0.01%
1,274
-606
1129
$12K ﹤0.01%
75
1130
$12K ﹤0.01%
300
1131
$12K ﹤0.01%
2,000
1132
$12K ﹤0.01%
2,060
1133
$12K ﹤0.01%
+540
1134
$12K ﹤0.01%
271
1135
$12K ﹤0.01%
312
+2
1136
$12K ﹤0.01%
507
1137
$12K ﹤0.01%
460
1138
$12K ﹤0.01%
473
1139
$12K ﹤0.01%
341
-52
1140
$12K ﹤0.01%
195
-3
1141
$12K ﹤0.01%
353
1142
$12K ﹤0.01%
1,340
1143
$12K ﹤0.01%
155
1144
$12K ﹤0.01%
998
1145
$11K ﹤0.01%
+179
1146
$11K ﹤0.01%
600
1147
$11K ﹤0.01%
667
1148
$11K ﹤0.01%
633
+3
1149
$11K ﹤0.01%
288
1150
$11K ﹤0.01%
+250
44 45
46
47 48