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 5.44%
3 Consumer Discretionary 5.3%
4 Healthcare 4.9%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$4K ﹤0.01%
150
1402
$4K ﹤0.01%
82
1403
$4K ﹤0.01%
325
1404
$4K ﹤0.01%
283
1405
$4K ﹤0.01%
359
1406
$4K ﹤0.01%
840
1407
$4K ﹤0.01%
308
-172
1408
$4K ﹤0.01%
238
1409
$4K ﹤0.01%
2,000
1410
$4K ﹤0.01%
200
1411
$4K ﹤0.01%
675
1412
$4K ﹤0.01%
100
1413
$3K ﹤0.01%
392
+140
1414
$3K ﹤0.01%
150
1415
$3K ﹤0.01%
105
1416
$3K ﹤0.01%
106
+1
1417
$3K ﹤0.01%
118
1418
$3K ﹤0.01%
186
1419
$3K ﹤0.01%
77
1420
$3K ﹤0.01%
49
1421
$3K ﹤0.01%
73
1422
$3K ﹤0.01%
22
1423
$3K ﹤0.01%
85
1424
$3K ﹤0.01%
100
1425
$3K ﹤0.01%
63
55 56
57
58 59