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
$735M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.37M
3
+$3.35M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.23M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.08M

Top Sells

1
+$9.3M
2
+$4.04M
3
+$1.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.07M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$999K

Sector Composition

1 Healthcare 8.01%
2 Technology 6.84%
3 Financials 4.91%
4 Communication Services 4.3%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.73M 0.24%
6,019
+459
102
$1.69M 0.23%
30,249
-617
103
$1.69M 0.23%
11,417
-496
104
$1.69M 0.23%
85,376
-8,658
105
$1.68M 0.23%
21,250
+9,135
106
$1.66M 0.23%
128,381
107
$1.66M 0.23%
14,675
-76
108
$1.64M 0.22%
18,762
+7,819
109
$1.64M 0.22%
33,209
+4,428
110
$1.64M 0.22%
105,838
-1,109
111
$1.63M 0.22%
59,452
+4,446
112
$1.63M 0.22%
13,590
+5,936
113
$1.6M 0.22%
175,836
+23,336
114
$1.56M 0.21%
108,877
+2,706
115
$1.56M 0.21%
53,343
+9,121
116
$1.56M 0.21%
12,898
-311
117
$1.55M 0.21%
10,415
+3,694
118
$1.53M 0.21%
14,174
-4,891
119
$1.53M 0.21%
14,318
-1,929
120
$1.52M 0.21%
14,106
-164
121
$1.51M 0.21%
41,880
-156
122
$1.48M 0.2%
28,545
-20,561
123
$1.47M 0.2%
55,113
-1,035
124
$1.45M 0.2%
8,585
+2,996
125
$1.43M 0.19%
23,822
+3,606
3 4
5
6 7