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
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.67M
3
+$3.56M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.48M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.01M

Top Sells

1
+$20.7M
2
+$5.53M
3
+$3.54M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.52M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.08%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.04M 0.18%
100,095
-10,200
127
$2.04M 0.18%
13,269
-80
128
$2.03M 0.18%
19,122
-2,872
129
$2.03M 0.18%
104,477
+12,615
130
$2.02M 0.18%
10,244
-50
131
$2.01M 0.18%
28,637
+3,010
132
$1.97M 0.17%
27,147
+3,078
133
$1.96M 0.17%
3,814
+75
134
$1.95M 0.17%
72,949
-1,308
135
$1.91M 0.17%
31,499
+162
136
$1.91M 0.17%
14,949
+1,007
137
$1.88M 0.17%
65,020
-1,826
138
$1.86M 0.16%
24,441
-1,347
139
$1.85M 0.16%
220,291
+5,788
140
$1.84M 0.16%
76,941
+22,866
141
$1.84M 0.16%
24,953
-18,467
142
$1.83M 0.16%
13,981
+153
143
$1.83M 0.16%
41,475
+1,141
144
$1.8M 0.16%
29,869
+309
145
$1.76M 0.16%
20,494
-705
146
$1.75M 0.15%
12,858
-1,677
147
$1.75M 0.15%
27,606
-34
148
$1.74M 0.15%
+19,237
149
$1.73M 0.15%
39,873
-610
150
$1.73M 0.15%
4,019
+221
4 5
6
7 8