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
1151
$12K ﹤0.01%
+1,340
1152
$12K ﹤0.01%
210
-250
1153
$12K ﹤0.01%
1,000
1154
$12K ﹤0.01%
253
1155
$12K ﹤0.01%
472
-530
1156
$12K ﹤0.01%
+50
1157
$12K ﹤0.01%
660
1158
$12K ﹤0.01%
667
1159
$12K ﹤0.01%
1,880
-1,200
1160
$12K ﹤0.01%
220
1161
$11K ﹤0.01%
315
+40
1162
$11K ﹤0.01%
378
+178
1163
$11K ﹤0.01%
117
+3
1164
$11K ﹤0.01%
+543
1165
$11K ﹤0.01%
119
1166
$11K ﹤0.01%
+1,185
1167
$11K ﹤0.01%
200
1168
$11K ﹤0.01%
117
+1
1169
$11K ﹤0.01%
+630
1170
$11K ﹤0.01%
400
1171
$11K ﹤0.01%
288
+100
1172
$11K ﹤0.01%
+15,000
1173
$11K ﹤0.01%
525
-25
1174
$11K ﹤0.01%
800
-96
1175
$11K ﹤0.01%
147
45 46
47
48 49