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
1601
$1K ﹤0.01%
+21
1602
$1K ﹤0.01%
29
1603
$1K ﹤0.01%
+24
1604
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206
1605
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24
1606
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11
-70
1607
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1608
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1609
$1K ﹤0.01%
+9
1610
$1K ﹤0.01%
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1611
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18
1612
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73
1613
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60
1614
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47
1615
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32
1616
$1K ﹤0.01%
35
1617
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24
1618
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+15
1619
$1K ﹤0.01%
+64
1620
$1K ﹤0.01%
+11
1621
$1K ﹤0.01%
22
1622
$1K ﹤0.01%
113
1623
$1K ﹤0.01%
57
1624
$1K ﹤0.01%
25
1625
$1K ﹤0.01%
+19
63 64
65
66 67