IWM
IHT Wealth Management Portfolio holdings
AUM
$3.64B
1-Year Return
15.77%
This Quarter Return
+4.75%
1 Year Return
+15.77%
3 Year Return
+63.37%
5 Year Return
+110.54%
10 Year Return
–
AUM
$378M
AUM Growth
+$143M
(+61%)
Cap. Flow
+$129M
Cap. Flow
% of AUM
34.17%
Top 10 Holdings %
Top 10 Hldgs %
16.07%
Holding
1,847
New
362
Increased
663
Reduced
149
Closed
96
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$9.12M |
| 2 |
Apple
AAPL
|
+$4.87M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$3.02M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$2.83M |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$2.02M |
Top Sells
| 1 |
AGN
Allergan plc
AGN
|
+$353K |
| 2 |
TTM Technologies
TTMI
|
+$282K |
| 3 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
+$234K |
| 4 |
First Trust Large Cap Growth AlphaDEX Fund
FTC
|
+$187K |
| 5 |
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% |
