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
101
$914K 0.25%
27,500
-11,342
102
$912K 0.24%
47,255
+451
103
$907K 0.24%
23,014
+1,902
104
$906K 0.24%
17,309
-892
105
$906K 0.24%
32,053
+17,175
106
$902K 0.24%
7,988
-1,860
107
$894K 0.24%
8,348
+4,246
108
$893K 0.24%
21,771
-2,389
109
$877K 0.24%
4,797
-454
110
$875K 0.23%
13,862
-499
111
$845K 0.23%
28,586
+11,357
112
$843K 0.23%
19,761
-824
113
$838K 0.23%
12,380
+1,611
114
$837K 0.22%
29,349
+6,207
115
$823K 0.22%
13,083
+372
116
$818K 0.22%
15,931
-1,825
117
$815K 0.22%
12,336
-276
118
$813K 0.22%
3,443
-4,636
119
$809K 0.22%
15,504
-243
120
$809K 0.22%
38,990
-22,490
121
$806K 0.22%
24,639
+1,288
122
$799K 0.21%
29,649
+7,409
123
$798K 0.21%
15,481
-177
124
$793K 0.21%
20,000
-184
125
$791K 0.21%
25,847
+5,701
3 4
5
6 7