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
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$1.9M
3
+$1.37M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.25M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.04M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$1.17M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.12M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.09M

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
1551
$2K ﹤0.01%
+423
1552
$2K ﹤0.01%
+57
1553
$2K ﹤0.01%
32
1554
$2K ﹤0.01%
1,000
1555
$2K ﹤0.01%
49
-41
1556
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365
1557
$2K ﹤0.01%
11
1558
$2K ﹤0.01%
40
1559
$1K ﹤0.01%
19
1560
$1K ﹤0.01%
103
1561
$1K ﹤0.01%
158
1562
$1K ﹤0.01%
16
1563
$1K ﹤0.01%
41
1564
$1K ﹤0.01%
32
1565
$1K ﹤0.01%
+157
1566
$1K ﹤0.01%
12
1567
$1K ﹤0.01%
144
1568
$1K ﹤0.01%
35
1569
$1K ﹤0.01%
15
1570
$1K ﹤0.01%
15
-20
1571
$1K ﹤0.01%
+200
1572
$1K ﹤0.01%
36
1573
$1K ﹤0.01%
160
1574
$1K ﹤0.01%
3
1575
$1K ﹤0.01%
11
61 62
63
64 65