IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$1.9M
3
+$1.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.24M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.1M

Top Sells

1
+$1.3M
2
+$1.26M
3
+$1.24M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.22M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.16M

Sector Composition

1 Technology 7.33%
2 Financials 5.45%
3 Consumer Discretionary 5.3%
4 Healthcare 4.89%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$9K ﹤0.01%
163
-150
1227
$9K ﹤0.01%
381
1228
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746
1229
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75
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420
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500
-1,075
1234
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125
1235
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1,678
-500
1236
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256
1237
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88
1238
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106
+1
1239
$8K ﹤0.01%
427
+4
1240
$8K ﹤0.01%
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1241
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327
1242
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+480
1244
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440
+2
1245
$8K ﹤0.01%
100
1246
$8K ﹤0.01%
200
1247
$8K ﹤0.01%
50
-96
1248
$8K ﹤0.01%
40
1249
$8K ﹤0.01%
636
1250
$8K ﹤0.01%
136
-46
48 49
50
51 52