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
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$1.9M
3
+$1.37M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.25M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.04M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$1.17M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.12M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.09M

Sector Composition

1 Technology 7.33%
2 Financials 5.44%
3 Consumer Discretionary 5.3%
4 Healthcare 4.9%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$9K ﹤0.01%
200
1227
$9K ﹤0.01%
150
1228
$9K ﹤0.01%
527
1229
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138
1230
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406
1231
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+480
1232
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440
+2
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100
1234
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200
1235
$8K ﹤0.01%
50
-96
1236
$8K ﹤0.01%
40
1237
$8K ﹤0.01%
636
1238
$8K ﹤0.01%
136
-46
1239
$8K ﹤0.01%
101
1240
$8K ﹤0.01%
123
1241
$8K ﹤0.01%
282
1242
$8K ﹤0.01%
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1243
$8K ﹤0.01%
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1244
$8K ﹤0.01%
700
1245
$8K ﹤0.01%
150
1246
$8K ﹤0.01%
327
1247
$8K ﹤0.01%
105
1248
$8K ﹤0.01%
75
1249
$8K ﹤0.01%
420
-21
1250
$8K ﹤0.01%
500
-1,075
48 49
50
51 52