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
$996M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.9M
3
+$11.2M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$10.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$5.87M
2
+$5.76M
3
+$5.09M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.92M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.81M

Sector Composition

1 Technology 9.71%
2 Healthcare 9.28%
3 Consumer Discretionary 5.17%
4 Financials 3.78%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.25M 0.23%
57,592
+30,869
102
$2.25M 0.23%
42,100
+12,040
103
$2.24M 0.22%
46,126
-411
104
$2.22M 0.22%
36,777
+546
105
$2.2M 0.22%
6,202
+120
106
$2.14M 0.22%
147,578
+136,708
107
$2.13M 0.21%
38,768
+1,155
108
$2.11M 0.21%
26,674
+646
109
$2.11M 0.21%
15,203
+176
110
$2.11M 0.21%
19,039
+385
111
$2.07M 0.21%
14,507
+1,431
112
$2.04M 0.2%
+36,825
113
$2.03M 0.2%
32,866
+400
114
$2.02M 0.2%
39,246
-1,518
115
$2M 0.2%
31,359
+6,208
116
$1.91M 0.19%
24,856
+2,161
117
$1.91M 0.19%
+72,705
118
$1.89M 0.19%
32,624
-2,228
119
$1.85M 0.19%
32,193
+1,564
120
$1.85M 0.19%
31,060
+318
121
$1.84M 0.19%
19,247
+790
122
$1.82M 0.18%
4,758
+681
123
$1.82M 0.18%
41,080
+24,484
124
$1.82M 0.18%
12,303
+807
125
$1.81M 0.18%
75,260
-7,527
3 4
5
6 7