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
1701
– –
-4,833
1702
– –
-27
1703
– –
0
1704
– –
-22
1705
– –
-300
1706
– –
-250
1707
– –
-400
1708
– –
-20
1709
– –
0
1710
– –
-60
1711
– –
-3
1712
– –
-365
1713
– –
-56
1714
– –
-8
1715
– –
-3
1716
– –
-100
1717
– –
-118
1718
– –
-325
1719
– –
-100
1720
– –
-623
1721
– –
-47
1722
– –
-100
1723
– –
-58
1724
– –
-5
1725
– –
-1,500
67 68
69
70 71