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
1251
$8K ﹤0.01%
125
1252
$8K ﹤0.01%
1,678
-500
1253
$8K ﹤0.01%
256
1254
$8K ﹤0.01%
88
1255
$8K ﹤0.01%
106
+1
1256
$8K ﹤0.01%
427
+4
1257
$7K ﹤0.01%
+1,000
1258
$7K ﹤0.01%
469
1259
$7K ﹤0.01%
+1,500
1260
$7K ﹤0.01%
2,000
1261
$7K ﹤0.01%
70
1262
$7K ﹤0.01%
2,800
1263
$7K ﹤0.01%
1,030
+100
1264
$7K ﹤0.01%
156
-1,447
1265
$7K ﹤0.01%
356
1266
$7K ﹤0.01%
825
1267
$7K ﹤0.01%
2,765
+123
1268
$7K ﹤0.01%
124
-20
1269
$7K ﹤0.01%
85
1270
$7K ﹤0.01%
205
+1
1271
$7K ﹤0.01%
105
+30
1272
$7K ﹤0.01%
75
1273
$7K ﹤0.01%
89
+56
1274
$7K ﹤0.01%
50
1275
$7K ﹤0.01%
284
49 50
51
52 53