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
1126
$12K ﹤0.01%
300
1127
$12K ﹤0.01%
868
-74
1128
$12K ﹤0.01%
392
-44
1129
$12K ﹤0.01%
+760
1130
$12K ﹤0.01%
200
1131
$12K ﹤0.01%
605
+4
1132
$12K ﹤0.01%
300
1133
$12K ﹤0.01%
2,060
1134
$12K ﹤0.01%
+540
1135
$12K ﹤0.01%
195
-3
1136
$12K ﹤0.01%
353
1137
$12K ﹤0.01%
1,340
1138
$12K ﹤0.01%
155
1139
$12K ﹤0.01%
998
1140
$12K ﹤0.01%
2,000
1141
$12K ﹤0.01%
140
1142
$12K ﹤0.01%
1,249
1143
$12K ﹤0.01%
1,150
+150
1144
$12K ﹤0.01%
660
1145
$11K ﹤0.01%
+934
1146
$11K ﹤0.01%
3,550
-3,000
1147
$11K ﹤0.01%
253
1148
$11K ﹤0.01%
+179
1149
$11K ﹤0.01%
600
1150
$11K ﹤0.01%
667
44 45
46
47 48