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
1351
$5K ﹤0.01%
+325
1352
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325
1353
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+200
1354
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150
1355
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120
1356
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243
1357
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1,118
1358
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42
+1
1359
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238
-41
1360
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500
1361
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200
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132
1363
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+180
1364
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100
1365
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93
-2,481
1366
$5K ﹤0.01%
131
1367
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+90
1368
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+150
1369
$4K ﹤0.01%
44
1370
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29
1371
$4K ﹤0.01%
77
+1
1372
$4K ﹤0.01%
114
1373
$4K ﹤0.01%
72
1374
$4K ﹤0.01%
250
1375
$4K ﹤0.01%
100
53 54
55
56 57