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
1176
$11K ﹤0.01%
+179
1177
$10K ﹤0.01%
161
+76
1178
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393
1179
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310
1180
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96
+46
1181
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600
1183
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1185
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+400
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434
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202
+1
1189
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805
1190
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115
-2
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+1
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1193
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120
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1194
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51
+1
1195
$10K ﹤0.01%
1,185
1196
$10K ﹤0.01%
133
1197
$10K ﹤0.01%
200
1198
$10K ﹤0.01%
84
1199
$10K ﹤0.01%
117
1200
$10K ﹤0.01%
+81
46 47
48
49 50