IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$7.86M
2
+$1.9M
3
+$1.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.24M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.1M

Top Sells

1
+$1.3M
2
+$1.26M
3
+$1.24M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.22M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.16M

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%
365
1552
$2K ﹤0.01%
11
1553
$2K ﹤0.01%
+5,000
1554
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61
1555
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35
1556
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130
+16
1557
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100
1558
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40
1559
$1K ﹤0.01%
74
+1
1560
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200
+100
1561
$1K ﹤0.01%
+200
1562
$1K ﹤0.01%
36
1563
$1K ﹤0.01%
160
1564
$1K ﹤0.01%
3
1565
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11
1566
$1K ﹤0.01%
66
1567
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47
1568
$1K ﹤0.01%
31
-334
1569
$1K ﹤0.01%
52
-1,000
1570
$1K ﹤0.01%
28
1571
$1K ﹤0.01%
16
1572
$1K ﹤0.01%
18
1573
$1K ﹤0.01%
73
1574
$1K ﹤0.01%
60
1575
$1K ﹤0.01%
28
61 62
63
64 65