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
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$1.9M
3
+$1.37M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.25M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.04M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$1.17M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.12M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.09M

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
– –
-47
1702
– –
-1,000
1703
– –
-18
1704
– –
-20
1705
– –
-4
1706
– –
-319
1707
– –
-253
1708
– –
-206
1709
– –
-272
1710
– –
-22
1711
– –
-300
1712
– –
-250
1713
– –
-90
1714
– –
-4,833
1715
– –
-400
1716
– –
-9
1717
– –
-56
1718
– –
-365
1719
– –
-105
1720
– –
-62
1721
– –
-130
1722
– –
-990
1723
– –
-10
1724
– –
0
1725
– –
-21
67 68
69
70 71