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
1401
$4K ﹤0.01%
325
1402
$4K ﹤0.01%
283
1403
$4K ﹤0.01%
359
1404
$4K ﹤0.01%
840
1405
$4K ﹤0.01%
308
-172
1406
$4K ﹤0.01%
238
1407
$4K ﹤0.01%
2,000
1408
$4K ﹤0.01%
200
1409
$4K ﹤0.01%
675
1410
$4K ﹤0.01%
100
1411
$4K ﹤0.01%
81
1412
$4K ﹤0.01%
76
1413
$3K ﹤0.01%
73
1414
$3K ﹤0.01%
22
1415
$3K ﹤0.01%
100
1416
$3K ﹤0.01%
63
1417
$3K ﹤0.01%
63
-50
1418
$3K ﹤0.01%
+88
1419
$3K ﹤0.01%
50
1420
$3K ﹤0.01%
275
1421
$3K ﹤0.01%
118
1422
$3K ﹤0.01%
20
1423
$3K ﹤0.01%
162
1424
$3K ﹤0.01%
368
1425
$3K ﹤0.01%
100
55 56
57
58 59