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 5.45%
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
1426
$3K ﹤0.01%
95
-29
1427
$3K ﹤0.01%
259
1428
$3K ﹤0.01%
294
+2
1429
$3K ﹤0.01%
122
1430
$3K ﹤0.01%
+254
1431
$3K ﹤0.01%
426
1432
$3K ﹤0.01%
+50
1433
$3K ﹤0.01%
1,500
1434
$3K ﹤0.01%
113
1435
$3K ﹤0.01%
56
-40
1436
$3K ﹤0.01%
45
1437
$3K ﹤0.01%
120
1438
$3K ﹤0.01%
2,000
1439
$3K ﹤0.01%
32
1440
$3K ﹤0.01%
73
1441
$3K ﹤0.01%
22
1442
$3K ﹤0.01%
85
1443
$3K ﹤0.01%
100
1444
$3K ﹤0.01%
63
1445
$3K ﹤0.01%
63
-50
1446
$3K ﹤0.01%
+88
1447
$3K ﹤0.01%
20
1448
$3K ﹤0.01%
162
1449
$3K ﹤0.01%
368
1450
$3K ﹤0.01%
100
56 57
58
59 60