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
1526
$2K ﹤0.01%
+18
1527
$2K ﹤0.01%
82
1528
$2K ﹤0.01%
+135
1529
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31
1530
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26
1531
$2K ﹤0.01%
29
1532
$2K ﹤0.01%
96
1533
$2K ﹤0.01%
+39
1534
$2K ﹤0.01%
+59
1535
$2K ﹤0.01%
220
1536
$2K ﹤0.01%
+750
1537
$2K ﹤0.01%
+5
1538
$2K ﹤0.01%
19
1539
$2K ﹤0.01%
19
+8
1540
$2K ﹤0.01%
73
1541
$2K ﹤0.01%
+20
1542
$2K ﹤0.01%
+37
1543
$2K ﹤0.01%
105
+21
1544
$2K ﹤0.01%
100
1545
$2K ﹤0.01%
+200
1546
$2K ﹤0.01%
33
1547
$2K ﹤0.01%
61
1548
$1K ﹤0.01%
23
-12
1549
$1K ﹤0.01%
+690
1550
$1K ﹤0.01%
38
60 61
62
63 64