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
1426
$3K ﹤0.01%
74
1427
$3K ﹤0.01%
392
+140
1428
$3K ﹤0.01%
105
1429
$3K ﹤0.01%
106
+1
1430
$3K ﹤0.01%
118
1431
$3K ﹤0.01%
186
1432
$3K ﹤0.01%
77
1433
$3K ﹤0.01%
49
1434
$3K ﹤0.01%
110
1435
$3K ﹤0.01%
+375
1436
$3K ﹤0.01%
47
1437
$3K ﹤0.01%
333
1438
$3K ﹤0.01%
620
1439
$3K ﹤0.01%
156
1440
$3K ﹤0.01%
147
1441
$3K ﹤0.01%
50
1442
$3K ﹤0.01%
56
1443
$3K ﹤0.01%
27
1444
$3K ﹤0.01%
+33
1445
$3K ﹤0.01%
59
1446
$3K ﹤0.01%
299
1447
$3K ﹤0.01%
95
-29
1448
$3K ﹤0.01%
259
1449
$3K ﹤0.01%
294
+2
1450
$3K ﹤0.01%
122
56 57
58
59 60