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%
27
1527
$2K ﹤0.01%
+62
1528
$2K ﹤0.01%
96
1529
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+183
1530
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+75
1531
$2K ﹤0.01%
22
1532
$2K ﹤0.01%
+750
1533
$2K ﹤0.01%
+5
1534
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19
1535
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19
+8
1536
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73
1537
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+20
1538
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+37
1539
$2K ﹤0.01%
23
1540
$2K ﹤0.01%
+150
1541
$2K ﹤0.01%
+2,000
1542
$2K ﹤0.01%
35
1543
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38
1544
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114
+12
1545
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48
1546
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45
1547
$2K ﹤0.01%
90
1548
$1K ﹤0.01%
23
-12
1549
$1K ﹤0.01%
+690
1550
$1K ﹤0.01%
38
60 61
62
63 64