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
1201
$10K ﹤0.01%
+256
1202
$10K ﹤0.01%
+206
1203
$10K ﹤0.01%
381
1204
$10K ﹤0.01%
746
1205
$10K ﹤0.01%
133
1206
$10K ﹤0.01%
208
+186
1207
$10K ﹤0.01%
1,668
1208
$10K ﹤0.01%
370
1209
$10K ﹤0.01%
75
+15
1210
$10K ﹤0.01%
+181
1211
$10K ﹤0.01%
+98
1212
$10K ﹤0.01%
700
1213
$10K ﹤0.01%
337
+181
1214
$9K ﹤0.01%
40
-23
1215
$9K ﹤0.01%
282
1216
$9K ﹤0.01%
+150
1217
$9K ﹤0.01%
+138
1218
$9K ﹤0.01%
200
1219
$9K ﹤0.01%
1,004
+4
1220
$9K ﹤0.01%
+260
1221
$9K ﹤0.01%
930
+21
1222
$9K ﹤0.01%
4
+3
1223
$9K ﹤0.01%
1,380
+4
1224
$9K ﹤0.01%
108
+3
1225
$9K ﹤0.01%
83
47 48
49
50 51