IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$7.86M
2
+$1.9M
3
+$1.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.24M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.1M

Top Sells

1
+$1.3M
2
+$1.26M
3
+$1.24M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.22M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.16M

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
1151
$11K ﹤0.01%
147
1152
$11K ﹤0.01%
440
1153
$11K ﹤0.01%
423
-51
1154
$11K ﹤0.01%
942
1155
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119
1156
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338
1157
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253
1158
$11K ﹤0.01%
600
1159
$11K ﹤0.01%
667
1160
$11K ﹤0.01%
633
+3
1161
$11K ﹤0.01%
288
1162
$11K ﹤0.01%
258
+174
1163
$11K ﹤0.01%
+250
1164
$11K ﹤0.01%
15,000
1165
$11K ﹤0.01%
78
-158
1166
– –
0
1167
$11K ﹤0.01%
+1,250
1168
$11K ﹤0.01%
1,855
+630
1169
$11K ﹤0.01%
400
1170
$11K ﹤0.01%
+1,068
1171
$11K ﹤0.01%
667
+12
1172
$11K ﹤0.01%
500
1173
$11K ﹤0.01%
274
1174
$11K ﹤0.01%
1,620
1175
$11K ﹤0.01%
1,550
45 46
47
48 49