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
1551
$1K ﹤0.01%
47
1552
$1K ﹤0.01%
206
1553
$1K ﹤0.01%
282
1554
$1K ﹤0.01%
44
1555
$1K ﹤0.01%
40
1556
$1K ﹤0.01%
83
1557
$1K ﹤0.01%
19
1558
$1K ﹤0.01%
16
1559
$1K ﹤0.01%
32
1560
$1K ﹤0.01%
12
1561
$1K ﹤0.01%
+3
1562
$1K ﹤0.01%
+100
1563
$1K ﹤0.01%
61
1564
$1K ﹤0.01%
8
+1
1565
$1K ﹤0.01%
+6
1566
$1K ﹤0.01%
+100
1567
$1K ﹤0.01%
110
1568
$1K ﹤0.01%
+66
1569
$1K ﹤0.01%
171
1570
$1K ﹤0.01%
242
-647
1571
$1K ﹤0.01%
+54
1572
$1K ﹤0.01%
103
1573
$1K ﹤0.01%
+158
1574
$1K ﹤0.01%
144
1575
$1K ﹤0.01%
35
61 62
63
64 65