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
1351
$5K ﹤0.01%
150
+50
1352
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73
1353
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+100
1354
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+200
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124
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1356
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1357
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+426
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96
1359
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243
1360
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200
-500
1361
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108
1362
$4K ﹤0.01%
+650
1363
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44
1364
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+60
1365
$4K ﹤0.01%
32
-230
1366
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+100
1367
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29
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+275
1369
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+67
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$4K ﹤0.01%
114
1371
$4K ﹤0.01%
368
+101
1372
$4K ﹤0.01%
100
1373
$4K ﹤0.01%
130
+18
1374
$4K ﹤0.01%
+89
1375
$4K ﹤0.01%
148
-211
53 54
55
56 57