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 5.44%
3 Consumer Discretionary 5.3%
4 Healthcare 4.9%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$2K ﹤0.01%
96
1552
$2K ﹤0.01%
151
+87
1553
$2K ﹤0.01%
50
1554
$2K ﹤0.01%
33
1555
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+5,000
1556
$2K ﹤0.01%
61
1557
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35
1558
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130
+16
1559
$1K ﹤0.01%
29
1560
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24
1561
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9
-150
1562
$1K ﹤0.01%
24
1563
$1K ﹤0.01%
11
1564
$1K ﹤0.01%
9
1565
$1K ﹤0.01%
16
1566
$1K ﹤0.01%
18
1567
$1K ﹤0.01%
73
1568
$1K ﹤0.01%
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1569
$1K ﹤0.01%
28
1570
$1K ﹤0.01%
47
1571
$1K ﹤0.01%
32
1572
$1K ﹤0.01%
35
1573
$1K ﹤0.01%
31
-334
1574
$1K ﹤0.01%
52
-1,000
1575
$1K ﹤0.01%
79
61 62
63
64 65