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
1426
$3K ﹤0.01%
+120
1427
$3K ﹤0.01%
+107
1428
$3K ﹤0.01%
109
1429
$3K ﹤0.01%
253
1430
$3K ﹤0.01%
14
1431
$3K ﹤0.01%
32
1432
$3K ﹤0.01%
117
+100
1433
$3K ﹤0.01%
+73
1434
$3K ﹤0.01%
22
1435
$3K ﹤0.01%
63
1436
$3K ﹤0.01%
10
1437
$3K ﹤0.01%
+287
1438
$3K ﹤0.01%
118
1439
$3K ﹤0.01%
325
-684
1440
$3K ﹤0.01%
118
1441
$3K ﹤0.01%
162
+137
1442
$3K ﹤0.01%
378
-1,945
1443
$3K ﹤0.01%
252
+210
1444
$3K ﹤0.01%
150
1445
$3K ﹤0.01%
105
-195
1446
$3K ﹤0.01%
33
+9
1447
$3K ﹤0.01%
118
1448
$3K ﹤0.01%
+186
1449
$3K ﹤0.01%
33
1450
$3K ﹤0.01%
292
+2
56 57
58
59 60