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
1426
$3K ﹤0.01%
63
-50
1427
$3K ﹤0.01%
+88
1428
$3K ﹤0.01%
50
1429
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275
1430
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118
1431
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20
1432
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162
1433
$3K ﹤0.01%
368
1434
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100
1435
$3K ﹤0.01%
74
1436
$3K ﹤0.01%
110
1437
$3K ﹤0.01%
+375
1438
$3K ﹤0.01%
47
1439
$3K ﹤0.01%
333
1440
$3K ﹤0.01%
620
1441
$3K ﹤0.01%
156
1442
$3K ﹤0.01%
147
1443
$3K ﹤0.01%
50
1444
$3K ﹤0.01%
56
1445
$3K ﹤0.01%
27
1446
$3K ﹤0.01%
+33
1447
$3K ﹤0.01%
59
1448
$3K ﹤0.01%
299
1449
$3K ﹤0.01%
95
-29
1450
$3K ﹤0.01%
259
56 57
58
59 60