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%
8
1602
$1K ﹤0.01%
+10
1603
$1K ﹤0.01%
11
1604
$1K ﹤0.01%
66
1605
$1K ﹤0.01%
+30
1606
$1K ﹤0.01%
71
1607
$1K ﹤0.01%
+7
1608
$1K ﹤0.01%
+56
1609
$1K ﹤0.01%
+100
1610
$1K ﹤0.01%
44
1611
$1K ﹤0.01%
197
1612
$1K ﹤0.01%
40
1613
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58
1614
$1K ﹤0.01%
83
1615
$1K ﹤0.01%
9
1616
$1K ﹤0.01%
+100
1617
$1K ﹤0.01%
+56
1618
$1K ﹤0.01%
+56
1619
$1K ﹤0.01%
36
-53
1620
$1K ﹤0.01%
3
1621
$1K ﹤0.01%
+66
1622
$1K ﹤0.01%
50
1623
$1K ﹤0.01%
64
1624
$1K ﹤0.01%
96
1625
$1K ﹤0.01%
100
63 64
65
66 67