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
126
$789K 0.21%
21,453
+2,705
127
$789K 0.21%
16,216
-120
128
$780K 0.21%
15,175
+9,844
129
$778K 0.21%
20,700
+460
130
$777K 0.21%
3,284
+196
131
$766K 0.21%
20,327
+384
132
$763K 0.2%
31,147
-3,331
133
$756K 0.2%
8,041
-11,912
134
$750K 0.2%
11,562
+3,851
135
$747K 0.2%
4,889
+2
136
$745K 0.2%
13,045
-770
137
$717K 0.19%
11,232
+1,737
138
$714K 0.19%
6,963
-130
139
$713K 0.19%
15,448
-213
140
$712K 0.19%
25,410
-4,450
141
$709K 0.19%
8,285
+1,011
142
$708K 0.19%
17,284
+824
143
$706K 0.19%
10,526
-1,724
144
$706K 0.19%
8,310
-364
145
$699K 0.19%
9,229
-144
146
$687K 0.18%
6,061
-120
147
$684K 0.18%
4,768
+112
148
$684K 0.18%
3,984
-642
149
$669K 0.18%
8,245
-199
150
$666K 0.18%
11,250
+4,947
4 5
6
7 8