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
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.87M
3
+$3.02M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.83M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.02M

Top Sells

1
+$353K
2
+$282K
3
+$234K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$187K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$2K ﹤0.01%
35
1477
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38
1478
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114
+12
1479
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48
1480
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45
1481
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+100
1482
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90
1483
$2K ﹤0.01%
1,373
1484
$2K ﹤0.01%
35
1485
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2
1486
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61
+27
1487
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36
1488
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50
1489
$2K ﹤0.01%
+30
1490
$2K ﹤0.01%
+65
1491
$2K ﹤0.01%
1
1492
$2K ﹤0.01%
56
1493
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32
1494
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+1,118
1495
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+55
1496
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+100
1497
$2K ﹤0.01%
35
1498
$2K ﹤0.01%
52
1499
$2K ﹤0.01%
+20
1500
$2K ﹤0.01%
74
58 59
60
61 62