IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$1.9M
3
+$1.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.24M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.1M

Top Sells

1
+$1.3M
2
+$1.26M
3
+$1.24M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.22M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.16M

Sector Composition

1 Technology 7.33%
2 Financials 5.45%
3 Consumer Discretionary 5.3%
4 Healthcare 4.89%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$2K ﹤0.01%
117
1477
$2K ﹤0.01%
353
-750
1478
$2K ﹤0.01%
23
-9
1479
$2K ﹤0.01%
24
1480
$2K ﹤0.01%
33
1481
$2K ﹤0.01%
55
1482
$2K ﹤0.01%
10
1483
$2K ﹤0.01%
287
1484
$2K ﹤0.01%
52
1485
$2K ﹤0.01%
67
1486
$2K ﹤0.01%
190
-188
1487
$2K ﹤0.01%
3
1488
$2K ﹤0.01%
1,373
1489
$2K ﹤0.01%
27
1490
$2K ﹤0.01%
32
1491
$2K ﹤0.01%
56
1492
$2K ﹤0.01%
50
1493
$2K ﹤0.01%
91
1494
$2K ﹤0.01%
24
-9
1495
$2K ﹤0.01%
49
1496
$2K ﹤0.01%
27
1497
$2K ﹤0.01%
+564
1498
$2K ﹤0.01%
35
1499
$2K ﹤0.01%
32
1500
$2K ﹤0.01%
482
58 59
60
61 62