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
101
$983K 0.26%
177,200
+58,720
102
$981K 0.26%
2,990
+554
103
$969K 0.26%
9,106
+510
104
$965K 0.26%
24,160
+11,156
105
$964K 0.26%
19,374
+234
106
$957K 0.25%
34,478
+13,646
107
$956K 0.25%
12,250
+5,221
108
$951K 0.25%
12,612
+2,251
109
$947K 0.25%
20,585
+4,189
110
$941K 0.25%
9,454
+636
111
$896K 0.24%
21,112
+19,772
112
$870K 0.23%
15,658
+190
113
$862K 0.23%
+15,747
114
$861K 0.23%
+16,336
115
$850K 0.23%
7,033
+612
116
$844K 0.22%
15,612
+8,028
117
$832K 0.22%
8,169
+5
118
$830K 0.22%
13,815
+569
119
$821K 0.22%
20,146
+9,275
120
$821K 0.22%
20,240
+6,764
121
$819K 0.22%
4,887
+127
122
$816K 0.22%
+20,184
123
$807K 0.21%
9,373
-48
124
$805K 0.21%
+19,943
125
$803K 0.21%
10,769
+6,005
3 4
5
6 7