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
$996M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.9M
3
+$11.2M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$10.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$5.87M
2
+$5.76M
3
+$5.09M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.92M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.81M

Sector Composition

1 Technology 9.71%
2 Healthcare 9.28%
3 Consumer Discretionary 5.17%
4 Financials 3.78%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.81M 0.18%
30,443
+4,019
127
$1.81M 0.18%
15,354
+2,089
128
$1.69M 0.17%
41,425
+3,154
129
$1.69M 0.17%
60,568
+31,988
130
$1.69M 0.17%
55,134
+10,620
131
$1.67M 0.17%
77,641
+11,609
132
$1.67M 0.17%
116,111
+87,249
133
$1.65M 0.17%
118,547
-1,031
134
$1.65M 0.17%
15,754
+2,048
135
$1.64M 0.16%
3,487
+389
136
$1.63M 0.16%
6,404
+591
137
$1.6M 0.16%
54,284
-13,178
138
$1.56M 0.16%
31,272
+2,700
139
$1.54M 0.15%
13,705
-232
140
$1.52M 0.15%
29,846
+2,084
141
$1.5M 0.15%
13,574
+5,980
142
$1.49M 0.15%
35,071
+1,321
143
$1.49M 0.15%
48,200
+2,330
144
$1.49M 0.15%
24,017
-2,141
145
$1.49M 0.15%
7,548
+1,699
146
$1.48M 0.15%
12,736
+3,504
147
$1.46M 0.15%
3,309
+528
148
$1.45M 0.15%
41,227
+15,905
149
$1.44M 0.14%
2,939
+532
150
$1.43M 0.14%
27,639
+4,432
4 5
6
7 8