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 5.45%
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
1601
$1K ﹤0.01%
50
1602
$1K ﹤0.01%
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1603
$1K ﹤0.01%
+144
1604
– –
0
1605
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1606
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1607
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1608
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1609
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1610
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1611
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1612
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28
1613
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1614
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1615
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1616
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31
-334
1617
$1K ﹤0.01%
52
-1,000
1618
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28
1619
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24
1620
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64
1621
$1K ﹤0.01%
11
1622
$1K ﹤0.01%
22
1623
$1K ﹤0.01%
30
-36
1624
$1K ﹤0.01%
57
1625
$1K ﹤0.01%
59
-71
63 64
65
66 67