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
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.87M
3
+$3.02M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.83M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.02M

Top Sells

1
+$353K
2
+$282K
3
+$234K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$187K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$9K ﹤0.01%
2,642
1227
$9K ﹤0.01%
+295
1228
$9K ﹤0.01%
5,000
+2,500
1229
$9K ﹤0.01%
150
1230
$9K ﹤0.01%
3,527
+2,750
1231
$9K ﹤0.01%
27
+7
1232
$9K ﹤0.01%
+200
1233
$9K ﹤0.01%
100
1234
$8K ﹤0.01%
+75
1235
$8K ﹤0.01%
144
1236
$8K ﹤0.01%
200
1237
$8K ﹤0.01%
88
1238
$8K ﹤0.01%
+105
1239
$8K ﹤0.01%
+423
1240
$8K ﹤0.01%
327
1241
$8K ﹤0.01%
438
+3
1242
$8K ﹤0.01%
83
-26
1243
$8K ﹤0.01%
51
1244
$8K ﹤0.01%
162
1245
$8K ﹤0.01%
+225
1246
$8K ﹤0.01%
101
+1
1247
– –
0
1248
$8K ﹤0.01%
123
1249
$8K ﹤0.01%
111
1250
$8K ﹤0.01%
469
48 49
50
51 52