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
1151
$11K ﹤0.01%
15,000
1152
$11K ﹤0.01%
78
-158
1153
– –
0
1154
$11K ﹤0.01%
500
1155
$11K ﹤0.01%
274
1156
$11K ﹤0.01%
200
1157
$11K ﹤0.01%
378
1158
$11K ﹤0.01%
147
1159
$11K ﹤0.01%
440
1160
$11K ﹤0.01%
423
-51
1161
$11K ﹤0.01%
942
1162
$11K ﹤0.01%
253
1163
$11K ﹤0.01%
258
+174
1164
$11K ﹤0.01%
+1,250
1165
$11K ﹤0.01%
1,855
+630
1166
$11K ﹤0.01%
400
1167
$11K ﹤0.01%
+1,068
1168
$11K ﹤0.01%
667
+12
1169
$11K ﹤0.01%
1,620
1170
$11K ﹤0.01%
1,550
1171
$11K ﹤0.01%
65
1172
$11K ﹤0.01%
239
1173
$11K ﹤0.01%
+934
1174
$11K ﹤0.01%
3,550
-3,000
1175
$11K ﹤0.01%
119
45 46
47
48 49