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
1401
$4K ﹤0.01%
90
1402
$4K ﹤0.01%
+279
1403
$4K ﹤0.01%
+89
1404
$4K ﹤0.01%
675
1405
$4K ﹤0.01%
+100
1406
$4K ﹤0.01%
+81
1407
$4K ﹤0.01%
76
1408
$3K ﹤0.01%
118
1409
$3K ﹤0.01%
162
+137
1410
$3K ﹤0.01%
378
-1,945
1411
$3K ﹤0.01%
252
+210
1412
$3K ﹤0.01%
150
1413
$3K ﹤0.01%
105
-195
1414
$3K ﹤0.01%
33
+9
1415
$3K ﹤0.01%
118
1416
$3K ﹤0.01%
+186
1417
$3K ﹤0.01%
33
1418
$3K ﹤0.01%
292
+2
1419
$3K ﹤0.01%
66
1420
$3K ﹤0.01%
26
1421
$3K ﹤0.01%
53
+1
1422
$3K ﹤0.01%
63
1423
$3K ﹤0.01%
+500
1424
$3K ﹤0.01%
+167
1425
$3K ﹤0.01%
82
55 56
57
58 59