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
$845M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$5.73M
3
+$3.2M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.83M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.76M

Top Sells

1
+$962K
2
+$882K
3
+$799K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$721K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$672K

Sector Composition

1 Healthcare 8.42%
2 Technology 7.1%
3 Financials 4.68%
4 Communication Services 4.11%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.99M 0.24%
+39,035
102
$1.96M 0.23%
15,723
+2,133
103
$1.94M 0.23%
21,192
-3,573
104
$1.93M 0.23%
67,439
+7,987
105
$1.91M 0.23%
15,973
-331
106
$1.89M 0.22%
321,800
+20,480
107
$1.88M 0.22%
4,823
+50
108
$1.87M 0.22%
113,901
-24,771
109
$1.83M 0.22%
19,722
-8,611
110
$1.82M 0.22%
11,481
+64
111
$1.81M 0.21%
10,148
+1,563
112
$1.8M 0.21%
51,191
-2,152
113
$1.79M 0.21%
71,066
-12,036
114
$1.78M 0.21%
14,168
+1,270
115
$1.77M 0.21%
7,360
+402
116
$1.76M 0.21%
29,504
-745
117
$1.75M 0.21%
20,580
-670
118
$1.75M 0.21%
5,955
-64
119
$1.75M 0.21%
13,642
+50
120
$1.75M 0.21%
36,443
+3,234
121
$1.75M 0.21%
29,749
+24,219
122
$1.73M 0.2%
14,501
-174
123
$1.68M 0.2%
41,646
-234
124
$1.67M 0.2%
15,836
-1,467
125
$1.66M 0.2%
53,995
-11,351
3 4
5
6 7