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
$735M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.37M
3
+$3.35M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.23M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.08M

Top Sells

1
+$9.3M
2
+$4.04M
3
+$1.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.07M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$999K

Sector Composition

1 Healthcare 8.01%
2 Technology 6.84%
3 Financials 4.91%
4 Communication Services 4.3%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.42M 0.19%
44,365
-890
127
$1.41M 0.19%
58,974
+4,202
128
$1.38M 0.19%
5,050
+546
129
$1.37M 0.19%
15,241
-3,366
130
$1.36M 0.18%
27,466
-388
131
$1.36M 0.18%
23,464
-5,157
132
$1.36M 0.18%
+14,696
133
$1.35M 0.18%
54,715
+3,561
134
$1.35M 0.18%
6,958
+872
135
$1.33M 0.18%
21,844
-924
136
$1.33M 0.18%
11,932
+1,077
137
$1.33M 0.18%
34,406
+3,160
138
$1.32M 0.18%
25,103
-3,003
139
$1.31M 0.18%
301,320
+17,960
140
$1.31M 0.18%
14,872
-3,788
141
$1.29M 0.18%
22,144
+5,796
142
$1.27M 0.17%
53,815
+17,765
143
$1.25M 0.17%
32,999
+7,991
144
$1.25M 0.17%
17,077
+10,348
145
$1.23M 0.17%
17,197
+3,876
146
$1.2M 0.16%
26,125
147
$1.18M 0.16%
4,373
+152
148
$1.18M 0.16%
26,069
+4,588
149
$1.17M 0.16%
13,198
+594
150
$1.16M 0.16%
23,881
-36,210
4 5
6
7 8