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
1276
$7K ﹤0.01%
+152
1277
$7K ﹤0.01%
256
+150
1278
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+100
1279
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100
1280
$7K ﹤0.01%
+636
1281
$7K ﹤0.01%
146
1282
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+2,800
1283
$7K ﹤0.01%
455
1284
$7K ﹤0.01%
514
1285
$6K ﹤0.01%
+160
1286
$6K ﹤0.01%
50
1287
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27
1288
$6K ﹤0.01%
+180
1289
$6K ﹤0.01%
165
+2
1290
$6K ﹤0.01%
+131
1291
$6K ﹤0.01%
+254
1292
$6K ﹤0.01%
+200
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+200
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+210
1295
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150
1296
$6K ﹤0.01%
+840
1297
$6K ﹤0.01%
480
+177
1298
$6K ﹤0.01%
238
1299
$6K ﹤0.01%
103
-21
1300
$6K ﹤0.01%
500
50 51
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