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
1626
$1K ﹤0.01%
19
1627
$1K ﹤0.01%
103
1628
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158
1629
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16
1630
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41
1631
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32
1632
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+157
1633
$1K ﹤0.01%
12
1634
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144
1635
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35
1636
$1K ﹤0.01%
15
1637
$1K ﹤0.01%
15
-20
1638
$1K ﹤0.01%
+200
1639
$1K ﹤0.01%
36
1640
$1K ﹤0.01%
160
1641
$1K ﹤0.01%
3
1642
$1K ﹤0.01%
11
1643
$1K ﹤0.01%
66
1644
$1K ﹤0.01%
50
1645
$1K ﹤0.01%
48
1646
$1K ﹤0.01%
54
1647
$1K ﹤0.01%
35
1648
$1K ﹤0.01%
17
1649
$1K ﹤0.01%
11
1650
$1K ﹤0.01%
6
64 65
66
67 68