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
1451
$3K ﹤0.01%
+254
1452
$3K ﹤0.01%
156
+1
1453
$3K ﹤0.01%
+35
1454
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66
1455
$3K ﹤0.01%
145
1456
$3K ﹤0.01%
53
1457
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167
1458
$3K ﹤0.01%
105
1459
$3K ﹤0.01%
150
1460
$3K ﹤0.01%
60
1461
$3K ﹤0.01%
426
1462
$3K ﹤0.01%
+50
1463
$3K ﹤0.01%
1,500
1464
$3K ﹤0.01%
113
1465
$3K ﹤0.01%
56
-40
1466
$3K ﹤0.01%
45
1467
$3K ﹤0.01%
2,000
1468
$3K ﹤0.01%
107
1469
$3K ﹤0.01%
930
1470
$3K ﹤0.01%
14
1471
$3K ﹤0.01%
+300
1472
$3K ﹤0.01%
32
1473
$3K ﹤0.01%
85
1474
$3K ﹤0.01%
150
1475
$3K ﹤0.01%
120
57 58
59
60 61