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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$5.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.84M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.14M

Top Sells

1
+$26.3M
2
+$17.1M
3
+$4.56M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.84%
4 Communication Services 4%
5 Financials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.76M 0.24%
18,457
-2,731
102
$1.73M 0.24%
119,578
+30,987
103
$1.71M 0.23%
14,447
-7,279
104
$1.66M 0.23%
13,076
-3,133
105
$1.64M 0.23%
30,629
-1,126
106
$1.61M 0.22%
34,424
-4,153
107
$1.58M 0.22%
44,465
-12,500
108
$1.56M 0.21%
22,695
+2,081
109
$1.53M 0.21%
25,151
-29,672
110
$1.51M 0.21%
13,937
-9,409
111
$1.49M 0.2%
18,932
-4,028
112
$1.49M 0.2%
4,077
-490
113
$1.48M 0.2%
87,237
-3,755
114
$1.45M 0.2%
14,291
-2,574
115
$1.45M 0.2%
38,271
+22,210
116
$1.43M 0.2%
26,158
-1,809
117
$1.43M 0.2%
5,057
-6,956
118
$1.43M 0.2%
41,987
+25,142
119
$1.43M 0.2%
26,424
+449
120
$1.41M 0.19%
30,060
+18,815
121
$1.41M 0.19%
66,032
-54,990
122
$1.4M 0.19%
27,762
+44
123
$1.39M 0.19%
45,870
-12,600
124
$1.39M 0.19%
23,207
-17,745
125
$1.37M 0.19%
5,813
-1,756
3 4
5
6 7