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
1251
$8K ﹤0.01%
101
1252
$8K ﹤0.01%
123
1253
$8K ﹤0.01%
282
1254
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98
1255
$8K ﹤0.01%
300
1256
$8K ﹤0.01%
700
1257
$7K ﹤0.01%
156
-1,447
1258
$7K ﹤0.01%
2,765
+123
1259
$7K ﹤0.01%
124
-20
1260
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85
1261
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205
+1
1262
$7K ﹤0.01%
356
1263
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825
1264
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105
+30
1265
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75
1266
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89
+56
1267
$7K ﹤0.01%
50
1268
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1269
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223
1270
$7K ﹤0.01%
505
1271
$7K ﹤0.01%
79
1272
$7K ﹤0.01%
103
1273
$7K ﹤0.01%
152
1274
$7K ﹤0.01%
200
+100
1275
$7K ﹤0.01%
162
49 50
51
52 53