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
126
$796K 0.21%
23,351
+17,803
127
$784K 0.21%
23,142
+9,075
128
$777K 0.21%
3,088
+2,878
129
$776K 0.21%
23,416
+22,756
130
$776K 0.21%
+46,804
131
$769K 0.2%
14,153
+12,403
132
$769K 0.2%
7,093
+520
133
$752K 0.2%
15,661
-45
134
$747K 0.2%
8,674
+6,364
135
$739K 0.2%
8,444
+1,680
136
$737K 0.2%
4,626
+1,324
137
$737K 0.2%
18,748
+18,576
138
$729K 0.19%
6,181
-179
139
$728K 0.19%
4,656
+2,510
140
$726K 0.19%
11,720
+3,456
141
$700K 0.19%
16,460
+9,924
142
$693K 0.18%
10,100
+532
143
$685K 0.18%
16,915
+3,962
144
$672K 0.18%
8,613
+5,296
145
$657K 0.17%
4,995
+441
146
$653K 0.17%
10,466
+7,362
147
$639K 0.17%
6,134
+1,271
148
$637K 0.17%
12,228
+841
149
$633K 0.17%
29,860
+10,570
150
$632K 0.17%
9,495
+1,663
4 5
6
7 8