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
$845M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$5.73M
3
+$3.2M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.83M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.76M

Top Sells

1
+$962K
2
+$882K
3
+$799K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$721K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$672K

Sector Composition

1 Healthcare 8.42%
2 Technology 7.1%
3 Financials 4.68%
4 Communication Services 4.11%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.65M 0.2%
14,251
+145
127
$1.63M 0.19%
105,838
128
$1.63M 0.19%
38,049
+3,643
129
$1.59M 0.19%
170,806
-5,030
130
$1.58M 0.19%
26,984
+3,162
131
$1.58M 0.19%
45,726
+1,361
132
$1.57M 0.19%
21,114
+7,676
133
$1.57M 0.19%
108,899
+22
134
$1.56M 0.19%
53,330
-1,783
135
$1.55M 0.18%
14,389
+215
136
$1.55M 0.18%
11,799
-133
137
$1.54M 0.18%
228,402
-67,091
138
$1.53M 0.18%
13,469
+7,760
139
$1.52M 0.18%
28,301
+835
140
$1.47M 0.17%
13,488
-830
141
$1.44M 0.17%
60,007
+1,033
142
$1.43M 0.17%
8,815
-1,600
143
$1.42M 0.17%
21,740
-104
144
$1.4M 0.17%
109,012
-19,369
145
$1.4M 0.17%
8,465
+1,175
146
$1.4M 0.17%
66,182
-6,565
147
$1.38M 0.16%
55,732
+1,017
148
$1.34M 0.16%
20,913
+6,219
149
$1.34M 0.16%
26,067
+3,690
150
$1.31M 0.16%
21,845
+5,106
4 5
6
7 8