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
1501
$2K ﹤0.01%
27
-72
1502
$2K ﹤0.01%
32
1503
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56
1504
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50
1505
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27
1506
$2K ﹤0.01%
+62
1507
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+32
1508
– –
0
1509
$2K ﹤0.01%
482
1510
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+100
1511
$2K ﹤0.01%
+13
1512
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52
+10
1513
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+38
1514
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135
1515
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14
1516
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40
1517
$2K ﹤0.01%
+28
1518
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+68
1519
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+150
1520
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25
1521
$2K ﹤0.01%
+50
1522
$2K ﹤0.01%
28
+18
1523
$2K ﹤0.01%
28
1524
$2K ﹤0.01%
100
1525
$2K ﹤0.01%
95
59 60
61
62 63