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%
+47
1427
$3K ﹤0.01%
+120
1428
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+107
1429
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109
1430
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253
1431
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14
1432
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32
1433
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117
+100
1434
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+73
1435
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22
1436
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63
1437
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10
1438
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+287
1439
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118
1440
$3K ﹤0.01%
325
-684
1441
$3K ﹤0.01%
77
1442
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49
1443
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620
+387
1444
$3K ﹤0.01%
100
1445
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85
1446
$3K ﹤0.01%
147
1447
$3K ﹤0.01%
50
1448
$3K ﹤0.01%
56
1449
$3K ﹤0.01%
66
+14
1450
$3K ﹤0.01%
462
56 57
58
59 60