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 5.44%
3 Consumer Discretionary 5.3%
4 Healthcare 4.9%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$1K ﹤0.01%
200
1602
$1K ﹤0.01%
20
1603
$1K ﹤0.01%
83
1604
$1K ﹤0.01%
9
-250
1605
$1K ﹤0.01%
38
1606
$1K ﹤0.01%
+1,000
1607
$1K ﹤0.01%
54
1608
$1K ﹤0.01%
48
1609
$1K ﹤0.01%
45
1610
$1K ﹤0.01%
282
1611
$1K ﹤0.01%
+11
1612
$1K ﹤0.01%
103
1613
$1K ﹤0.01%
+1
1614
$1K ﹤0.01%
+100
1615
$1K ﹤0.01%
200
+100
1616
$1K ﹤0.01%
11
1617
$1K ﹤0.01%
47
1618
$1K ﹤0.01%
24
1619
$1K ﹤0.01%
50
1620
$1K ﹤0.01%
57
+1
1621
$1K ﹤0.01%
100
1622
$1K ﹤0.01%
43
1623
$1K ﹤0.01%
74
+1
1624
$1K ﹤0.01%
44
1625
$1K ﹤0.01%
110
63 64
65
66 67