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
1176
$11K ﹤0.01%
+15,000
1177
$11K ﹤0.01%
+182
1178
$11K ﹤0.01%
510
+163
1179
$11K ﹤0.01%
1,225
+875
1180
$11K ﹤0.01%
400
1181
$11K ﹤0.01%
525
-25
1182
$11K ﹤0.01%
+300
1183
$11K ﹤0.01%
1,550
+1,000
1184
$10K ﹤0.01%
+429
1185
$10K ﹤0.01%
279
+25
1186
$10K ﹤0.01%
+256
1187
$10K ﹤0.01%
+206
1188
$10K ﹤0.01%
381
1189
$10K ﹤0.01%
746
1190
$10K ﹤0.01%
133
1191
$10K ﹤0.01%
+19
1192
$10K ﹤0.01%
+500
1193
$10K ﹤0.01%
+393
1194
$10K ﹤0.01%
310
+60
1195
$10K ﹤0.01%
208
+186
1196
$10K ﹤0.01%
1,668
1197
$10K ﹤0.01%
370
1198
$10K ﹤0.01%
75
+15
1199
$10K ﹤0.01%
+181
1200
$10K ﹤0.01%
60
46 47
48
49 50