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
1626
$1K ﹤0.01%
35
1627
$1K ﹤0.01%
154
1628
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125
1629
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33
1630
$1K ﹤0.01%
+100
1631
$1K ﹤0.01%
61
1632
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8
+1
1633
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+6
1634
$1K ﹤0.01%
43
1635
$1K ﹤0.01%
73
1636
$1K ﹤0.01%
15
1637
$1K ﹤0.01%
89
1638
$1K ﹤0.01%
171
1639
$1K ﹤0.01%
242
-647
1640
$1K ﹤0.01%
262
1641
$1K ﹤0.01%
11
1642
$1K ﹤0.01%
+54
1643
$1K ﹤0.01%
282
1644
$1K ﹤0.01%
19
1645
$1K ﹤0.01%
103
1646
$1K ﹤0.01%
+158
1647
$1K ﹤0.01%
16
1648
$1K ﹤0.01%
32
1649
$1K ﹤0.01%
12
1650
$1K ﹤0.01%
144
64 65
66
67 68