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
1201
$10K ﹤0.01%
310
1202
$10K ﹤0.01%
220
1203
$10K ﹤0.01%
510
1204
$10K ﹤0.01%
407
-3,774
1205
$10K ﹤0.01%
85
-13
1206
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275
-192
1207
$10K ﹤0.01%
4
1208
$9K ﹤0.01%
746
1209
$9K ﹤0.01%
19
1210
$9K ﹤0.01%
581
-318
1211
$9K ﹤0.01%
445
+12
1212
$9K ﹤0.01%
75
1213
$9K ﹤0.01%
181
1214
$9K ﹤0.01%
150
1215
$9K ﹤0.01%
60
1216
$9K ﹤0.01%
316
+1
1217
$9K ﹤0.01%
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1218
$9K ﹤0.01%
1,000
1219
$9K ﹤0.01%
295
1220
$9K ﹤0.01%
144
1221
$9K ﹤0.01%
279
1222
$9K ﹤0.01%
145
-54
1223
$9K ﹤0.01%
545
+2
1224
$9K ﹤0.01%
163
-150
1225
$9K ﹤0.01%
381
47 48
49
50 51