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
1326
$5K ﹤0.01%
+100
1327
$5K ﹤0.01%
100
1328
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+100
1329
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71
+21
1330
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+100
1331
$5K ﹤0.01%
+930
1332
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41
+25
1333
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333
+315
1334
$5K ﹤0.01%
+54
1335
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150
+50
1336
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1337
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26
1338
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113
+26
1339
$5K ﹤0.01%
+72
1340
$5K ﹤0.01%
250
1341
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+3
1342
$5K ﹤0.01%
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1343
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80
1344
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156
1345
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419
-505
1346
$5K ﹤0.01%
+154
1347
$5K ﹤0.01%
190
1348
$5K ﹤0.01%
145
+15
1349
$5K ﹤0.01%
+300
1350
$5K ﹤0.01%
325
52 53
54
55 56