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
1576
$1K ﹤0.01%
15
1577
$1K ﹤0.01%
58
1578
$1K ﹤0.01%
9
1579
$1K ﹤0.01%
+100
1580
$1K ﹤0.01%
+56
1581
$1K ﹤0.01%
+56
1582
$1K ﹤0.01%
36
-53
1583
$1K ﹤0.01%
160
1584
$1K ﹤0.01%
3
1585
$1K ﹤0.01%
+11
1586
$1K ﹤0.01%
50
1587
$1K ﹤0.01%
48
1588
$1K ﹤0.01%
54
1589
$1K ﹤0.01%
35
1590
$1K ﹤0.01%
17
1591
$1K ﹤0.01%
11
1592
$1K ﹤0.01%
+6
1593
$1K ﹤0.01%
24
1594
$1K ﹤0.01%
23
1595
$1K ﹤0.01%
+11
1596
$1K ﹤0.01%
24
1597
$1K ﹤0.01%
+50
1598
$1K ﹤0.01%
56
1599
$1K ﹤0.01%
+130
1600
$1K ﹤0.01%
+4
62 63
64
65 66