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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$5.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.84M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.14M

Top Sells

1
+$26.3M
2
+$17.1M
3
+$4.56M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.84%
4 Communication Services 4%
5 Financials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.36M 0.19%
13,706
-2,116
127
$1.29M 0.18%
4,460
+2,129
128
$1.29M 0.18%
53,680
-2,463
129
$1.28M 0.17%
7,730
-346
130
$1.27M 0.17%
3,148
+1,779
131
$1.27M 0.17%
41,013
-3,341
132
$1.27M 0.17%
56,012
-2,785
133
$1.26M 0.17%
33,750
+25,770
134
$1.26M 0.17%
28,572
+522
135
$1.25M 0.17%
55,221
-68,458
136
$1.25M 0.17%
44,514
+31,022
137
$1.25M 0.17%
9,506
-12,740
138
$1.25M 0.17%
13,007
-773
139
$1.21M 0.17%
13,265
-746
140
$1.2M 0.16%
23,215
-591
141
$1.19M 0.16%
13,291
-3,602
142
$1.17M 0.16%
28,701
+6,708
143
$1.16M 0.16%
22,307
-3,741
144
$1.15M 0.16%
+36,864
145
$1.13M 0.16%
6,043
-2,836
146
$1.13M 0.16%
28,500
-195
147
$1.12M 0.15%
117,407
-66,079
148
$1.11M 0.15%
11,306
-235
149
$1.08M 0.15%
34,190
-4,540
150
$1.08M 0.15%
5,390
+11
4 5
6
7 8