IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$7.86M
2
+$1.9M
3
+$1.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.24M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.1M

Top Sells

1
+$1.3M
2
+$1.26M
3
+$1.24M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.22M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.16M

Sector Composition

1 Technology 7.33%
2 Financials 5.45%
3 Consumer Discretionary 5.3%
4 Healthcare 4.89%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$1K ﹤0.01%
54
1677
$1K ﹤0.01%
48
1678
$1K ﹤0.01%
45
1679
$1K ﹤0.01%
282
1680
$1K ﹤0.01%
44
1681
$1K ﹤0.01%
11
1682
– –
-9
1683
– –
-40
1684
– –
-1,345
1685
– –
-160
1686
– –
-7,747
1687
– –
-9,389
1688
– –
-21
1689
– –
-3
1690
– –
-23
1691
– –
-690
1692
– –
-444
1693
– –
-109
1694
– –
-3,393
1695
– –
-38
1696
– –
-300
1697
– –
-103
1698
– –
-89
1699
– –
-47
1700
– –
-1,000
66 67
68
69 70