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
1676
$1K ﹤0.01%
213
1677
$1K ﹤0.01%
1,000
1678
$1K ﹤0.01%
43
1679
$1K ﹤0.01%
73
1680
$1K ﹤0.01%
15
1681
$1K ﹤0.01%
89
1682
$1K ﹤0.01%
262
1683
$1K ﹤0.01%
11
1684
$1K ﹤0.01%
20
1685
$0 ﹤0.01%
4
1686
$0 ﹤0.01%
27
-57
1687
$0 ﹤0.01%
125
1688
– –
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1689
$0 ﹤0.01%
18
1690
– –
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1691
$0 ﹤0.01%
6
1692
– –
-1,080
1693
– –
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1694
$0 ﹤0.01%
16
1695
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21
1696
– –
-681
1697
– –
-1,500
1698
$0 ﹤0.01%
444
1699
– –
-5
1700
– –
-50
66 67
68
69 70