IWM
IHT Wealth Management Portfolio holdings
AUM
$3.64B
1-Year Return
15.77%
This Quarter Return
-0.95%
1 Year Return
+15.77%
3 Year Return
+63.37%
5 Year Return
+110.54%
10 Year Return
–
AUM
$372M
AUM Growth
-$5.31M
(-1.4%)
Cap. Flow
+$16M
Cap. Flow
% of AUM
4.3%
Top 10 Holdings %
Top 10 Hldgs %
17.4%
Holding
1,839
New
84
Increased
440
Reduced
392
Closed
145
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$7.4M |
| 2 |
iShares Floating Rate Bond ETF
FLOT
|
+$1.9M |
| 3 |
First Trust SSI Strategic Convertible Securities ETF
FCVT
|
+$1.37M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.25M |
| 5 |
iShares Core S&P US Growth ETF
IUSG
|
+$1.04M |
Top Sells
| 1 |
Seagate
STX
|
+$1.37M |
| 2 |
Vanguard S&P Small-Cap 600 Value ETF
VIOV
|
+$1.27M |
| 3 |
Vanguard S&P Mid-Cap 400 ETF
IVOO
|
+$1.17M |
| 4 |
iShares US Basic Materials ETF
IYM
|
+$1.12M |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$1.09M |
Sector Composition
| 1 | Technology | 7.33% |
| 2 | Financials | 5.44% |
| 3 | Consumer Discretionary | 5.3% |
| 4 | Healthcare | 4.9% |
| 5 | Communication Services | 4.71% |
