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
1451
$3K ﹤0.01%
66
1452
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1453
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53
+1
1454
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63
1455
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+500
1456
$3K ﹤0.01%
+167
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82
1458
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1459
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1460
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113
1461
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147
+142
1462
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1463
$2K ﹤0.01%
24
1464
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41
+8
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33
1466
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11
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$2K ﹤0.01%
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1469
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1470
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+183
1471
$2K ﹤0.01%
+75
1472
$2K ﹤0.01%
22
1473
$2K ﹤0.01%
23
1474
$2K ﹤0.01%
+150
1475
$2K ﹤0.01%
+2,000
57 58
59
60 61