IWM

IHT Wealth Management Portfolio holdings

AUM $3.2B
AUM
$3.2B
AUM Growth
+$102M
Cap. Flow
+$222M
Cap. Flow %
6.94%
Top 10 Hldgs %
19.68%
Holding
1,165
New
87
Increased
467
Reduced
488
Closed
80

Top Buys

1
$41.4M
2
$28.5M
3
$24.4M
4
$20.9M
5
$16.6M

Top Sells

1
$25.3M
2
$18.4M
3
$11.9M
4
$9.54M
5
$9.16M

Sector Composition

1Technology10.23%
2Consumer Discretionary4.17%
3Financials4.12%
4Healthcare2.88%
5Industrials2.72%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$4.31M0.13%63,391
-54,541
-46%
-$3.71M
$4.31M0.13%5,413
+1,077
+25%
+$858K
$4.29M0.13%51,287
+385
+0.8%
+$32.2K
$4.23M0.13%35,779
-6,795
-16%
-$803K
$4.23M0.13%32,164
-314
-1%
-$41.3K
$4.2M0.13%128,821 New
+$4.2M
$4.19M0.13%34,587
-1,511
-4%
-$183K
$4.19M0.13%22,478
-1,179
-5%
-$220K
$4.18M0.13%7,647
+1,197
+19%
+$654K
$4.16M0.13%164,121
+3,741
+2%
+$94.8K
$4.11M0.13%145,285
-13,606
-9%
-$385K
$4.09M0.13%16,461
+469
+3%
+$117K
$4.02M0.13%88,661
+4,260
+5%
+$193K
$3.98M0.12%151,216
+123,264
+441%
+$3.25M
$3.98M0.12%80,244
+1,241
+2%
+$61.6K
$3.96M0.12%64,097
-1,019
-2%
-$62.9K
$3.93M0.12%106,576
-7,884
-7%
-$290K
$3.9M0.12%64,924
+17,585
+37%
+$1.06M
$3.87M0.12%54,637
+1,832
+3%
+$130K
$3.85M0.12%12,351
-432
-3%
-$135K
$3.85M0.12%83,658
-28,416
-25%
-$1.31M
$3.84M0.12%11,636
+1,699
+17%
+$560K
$3.82M0.12%109,770
+96,085
+702%
+$3.34M
$3.76M0.12%10,659
+4,105
+63%
+$1.45M
$3.73M0.12%40,173
-412
-1%
-$38.2K
1 5678947