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
1376
$4K ﹤0.01%
44
1377
$4K ﹤0.01%
29
1378
$4K ﹤0.01%
77
+1
1379
$4K ﹤0.01%
114
1380
$4K ﹤0.01%
72
1381
$4K ﹤0.01%
250
1382
$4K ﹤0.01%
100
1383
$4K ﹤0.01%
10
1384
$4K ﹤0.01%
125
-16
1385
$4K ﹤0.01%
86
1386
$4K ﹤0.01%
378
1387
$4K ﹤0.01%
15
+11
1388
$4K ﹤0.01%
200
1389
$4K ﹤0.01%
211
-2,314
1390
$4K ﹤0.01%
89
1391
$4K ﹤0.01%
+28
1392
$4K ﹤0.01%
100
1393
$4K ﹤0.01%
148
1394
$4K ﹤0.01%
58
1395
$4K ﹤0.01%
+750
1396
$4K ﹤0.01%
286
+285
1397
$4K ﹤0.01%
100
1398
$4K ﹤0.01%
74
+1
1399
$4K ﹤0.01%
650
1400
$4K ﹤0.01%
188
54 55
56
57 58