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
1701
– –
-300
1702
– –
-8
1703
– –
-12,820
1704
– –
-2
1705
– –
-71
1706
– –
-15
1707
$0 ﹤0.01%
22
+7
1708
$0 ﹤0.01%
+250
1709
– –
-100
1710
– –
-163
1711
– –
-26
1712
$0 ﹤0.01%
+8
1713
$0 ﹤0.01%
3
1714
– –
-110
1715
– –
-2,000
1716
$0 ﹤0.01%
47
1717
$0 ﹤0.01%
+100
1718
– –
-3
1719
– –
-2,256
1720
$0 ﹤0.01%
+5
1721
$0 ﹤0.01%
+25
1722
$0 ﹤0.01%
+100
1723
– –
-51
1724
– –
-7
1725
– –
-210
67 68
69
70 71