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
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.67M
3
+$3.56M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.48M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.01M

Top Sells

1
+$20.7M
2
+$5.53M
3
+$3.54M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.52M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.08%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.44M 0.22%
48,982
+42,840
102
$2.42M 0.21%
21,667
+1,464
103
$2.42M 0.21%
37,889
+21,445
104
$2.41M 0.21%
38,936
-1,007
105
$2.35M 0.21%
14,116
+73
106
$2.32M 0.2%
44,502
-7,591
107
$2.31M 0.2%
64,427
-1,436
108
$2.31M 0.2%
52,005
+1,080
109
$2.31M 0.2%
21,255
-274
110
$2.3M 0.2%
57,812
-2,400
111
$2.3M 0.2%
45,525
+14,902
112
$2.27M 0.2%
47,696
-2,012
113
$2.27M 0.2%
46,660
+2,660
114
$2.25M 0.2%
15,527
-30
115
$2.19M 0.19%
24,015
+123
116
$2.18M 0.19%
81,394
-1,895
117
$2.17M 0.19%
66,676
+28,071
118
$2.16M 0.19%
22,909
-2,866
119
$2.15M 0.19%
55,747
+1,395
120
$2.13M 0.19%
26,615
+1,411
121
$2.12M 0.19%
34,125
+587
122
$2.08M 0.18%
99,010
-59,176
123
$2.07M 0.18%
115,670
+7,358
124
$2.05M 0.18%
15,552
+662
125
$2.04M 0.18%
8,675
-332
3 4
5
6 7