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 5.45%
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
1276
$7K ﹤0.01%
124
-20
1277
$7K ﹤0.01%
85
1278
$7K ﹤0.01%
205
+1
1279
$7K ﹤0.01%
284
1280
$7K ﹤0.01%
223
1281
$7K ﹤0.01%
505
1282
$7K ﹤0.01%
79
1283
$7K ﹤0.01%
103
1284
$7K ﹤0.01%
162
1285
$7K ﹤0.01%
225
1286
$7K ﹤0.01%
146
1287
$7K ﹤0.01%
268
1288
$7K ﹤0.01%
156
-1,447
1289
$7K ﹤0.01%
356
1290
$7K ﹤0.01%
825
1291
$6K ﹤0.01%
180
1292
$6K ﹤0.01%
1,077
-303
1293
$6K ﹤0.01%
108
1294
$6K ﹤0.01%
381
+6
1295
$6K ﹤0.01%
800
1296
$6K ﹤0.01%
260
-215
1297
$6K ﹤0.01%
204
+74
1298
$6K ﹤0.01%
144
-2
1299
$6K ﹤0.01%
100
1300
$6K ﹤0.01%
200
50 51
52
53 54