IHT Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$8.66M |
| 2 |
Apple
AAPL
|
+$4.67M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$2.94M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$2.68M |
| 5 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$1.89M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
AGN
Allergan plc
AGN
|
+$372K |
| 2 |
TTM Technologies
TTMI
|
+$282K |
| 3 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
+$226K |
| 4 |
TAST
Carrols Restaurant Group, Inc.
TAST
|
+$185K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$177K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.73% |
| 2 | Healthcare | 5.65% |
| 3 | Financials | 5.6% |
| 4 | Communication Services | 5.12% |
| 5 | Consumer Discretionary | 5.1% |
Similar funds
IHT Wealth Management's Q4 2017 Portfolio in Review
As of Q4 2017, IHT Wealth Management held 1,841 positions worth $378M, up 61% from $235M the previous quarter. Its ten largest holdings account for 16% of the portfolio.
IHT Wealth Management deployed $124M of net new capital in Q4 2017, opening 362 new positions and adding to 663 existing holdings. Its largest new stake was VanEck High Yield Muni ETF: 22,463 shares worth $1.41M.
By sector, the portfolio is most concentrated in Technology at 7.7% of assets, up from 7.2% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was Allergan plc, an estimated $372K trimmed.
- IHT Wealth Management's largest Q4 2017 buy was VanEck High Yield Muni ETF: 22,463 shares worth $1.41M.
- IHT Wealth Management added most to iShares Core S&P 500 ETF in Q4 2017, an estimated $8.66M increase.
- IHT Wealth Management's biggest Q4 2017 reduction was Allergan plc, cutting an estimated $372K.
- IHT Wealth Management fully exited TTM Technologies in Q4 2017, selling an estimated $282K.
- IHT Wealth Management's ten largest holdings make up 16% of its $378M portfolio in Q4 2017.
- IHT Wealth Management opened 362 new positions and closed 96 in Q4 2017.
- IHT Wealth Management's portfolio value rose 61% quarter-over-quarter to $378M.
Based on IHT Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.