IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$7.86M
2
+$1.9M
3
+$1.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.24M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.1M

Top Sells

1
+$1.3M
2
+$1.26M
3
+$1.24M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.22M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.16M

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%
286
+285
1377
$4K ﹤0.01%
60
-303
1378
$4K ﹤0.01%
200
1379
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+75
1380
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91
1381
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132
1382
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150
1383
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82
1384
$4K ﹤0.01%
325
1385
$4K ﹤0.01%
44
1386
$4K ﹤0.01%
29
1387
$4K ﹤0.01%
77
+1
1388
$4K ﹤0.01%
114
1389
$4K ﹤0.01%
72
1390
$4K ﹤0.01%
250
1391
$4K ﹤0.01%
100
1392
$4K ﹤0.01%
10
1393
$4K ﹤0.01%
125
-16
1394
$4K ﹤0.01%
86
1395
$4K ﹤0.01%
378
1396
$4K ﹤0.01%
15
+11
1397
$4K ﹤0.01%
200
1398
$4K ﹤0.01%
100
1399
$4K ﹤0.01%
74
+1
1400
$4K ﹤0.01%
650
54 55
56
57 58