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
151
$631K 0.17%
22,240
+9,452
152
$625K 0.17%
9,296
+8,626
153
$624K 0.17%
7,274
+966
154
$616K 0.16%
3,872
+3,404
155
$610K 0.16%
5,346
+1,799
156
$610K 0.16%
31,290
+29,510
157
$609K 0.16%
4,287
+1,834
158
$597K 0.16%
3,935
159
$593K 0.16%
5,210
+448
160
$591K 0.16%
7,195
+2,889
161
$587K 0.16%
16,485
+3,070
162
$586K 0.16%
10,556
+5,356
163
$585K 0.15%
7,522
-59
164
$582K 0.15%
+18,200
165
$579K 0.15%
3,569
+149
166
$578K 0.15%
4,283
+1,204
167
$570K 0.15%
+32,769
168
$570K 0.15%
7,531
+681
169
$570K 0.15%
+7,685
170
$564K 0.15%
4,917
+253
171
$559K 0.15%
7,435
+962
172
$555K 0.15%
9,497
+5,361
173
$550K 0.15%
8,331
+7,067
174
$549K 0.15%
9,092
+1,362
175
$549K 0.15%
3,652
+1,128
5 6
7
8 9