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
1376
$4K ﹤0.01%
+365
1377
$4K ﹤0.01%
+2,000
1378
$4K ﹤0.01%
+89
1379
$4K ﹤0.01%
148
-211
1380
$4K ﹤0.01%
110
1381
$4K ﹤0.01%
+55
1382
$4K ﹤0.01%
412
1383
$4K ﹤0.01%
44
1384
$4K ﹤0.01%
+60
1385
$4K ﹤0.01%
32
-230
1386
$4K ﹤0.01%
+100
1387
$4K ﹤0.01%
29
1388
$4K ﹤0.01%
76
1389
$4K ﹤0.01%
50
1390
$4K ﹤0.01%
56
1391
$4K ﹤0.01%
+275
1392
$4K ﹤0.01%
+67
1393
$4K ﹤0.01%
114
1394
$4K ﹤0.01%
368
+101
1395
$4K ﹤0.01%
100
1396
$4K ﹤0.01%
130
+18
1397
$4K ﹤0.01%
156
1398
$4K ﹤0.01%
+105
1399
$4K ﹤0.01%
359
1400
$4K ﹤0.01%
+1,500
54 55
56
57 58