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
1276
$7K ﹤0.01%
225
1277
$7K ﹤0.01%
146
1278
$7K ﹤0.01%
268
1279
$7K ﹤0.01%
1,668
1280
$7K ﹤0.01%
+1,000
1281
$7K ﹤0.01%
469
1282
$7K ﹤0.01%
+1,500
1283
$7K ﹤0.01%
2,000
1284
$7K ﹤0.01%
70
1285
$7K ﹤0.01%
+1,500
1286
$7K ﹤0.01%
3,500
1287
$7K ﹤0.01%
150
1288
$7K ﹤0.01%
255
1289
$7K ﹤0.01%
2,800
1290
$7K ﹤0.01%
1,030
+100
1291
$6K ﹤0.01%
180
1292
$6K ﹤0.01%
100
1293
$6K ﹤0.01%
166
+1
1294
$6K ﹤0.01%
356
+100
1295
$6K ﹤0.01%
180
1296
$6K ﹤0.01%
1,077
-303
1297
$6K ﹤0.01%
108
1298
$6K ﹤0.01%
381
+6
1299
$6K ﹤0.01%
800
1300
$6K ﹤0.01%
260
-215
50 51
52
53 54