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
1451
$3K ﹤0.01%
294
+2
1452
$3K ﹤0.01%
122
1453
$3K ﹤0.01%
+254
1454
$3K ﹤0.01%
156
+1
1455
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+35
1456
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66
1457
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145
1458
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53
1459
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167
1460
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105
1461
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150
1462
$3K ﹤0.01%
60
1463
$3K ﹤0.01%
426
1464
$3K ﹤0.01%
+50
1465
$3K ﹤0.01%
1,500
1466
$3K ﹤0.01%
113
1467
$3K ﹤0.01%
56
-40
1468
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45
1469
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120
1470
$3K ﹤0.01%
2,000
1471
$3K ﹤0.01%
107
1472
$3K ﹤0.01%
930
1473
$3K ﹤0.01%
14
1474
$3K ﹤0.01%
+300
1475
$3K ﹤0.01%
32
57 58
59
60 61