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 5.44%
3 Consumer Discretionary 5.3%
4 Healthcare 4.9%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$652K 0.18%
10,100
152
$646K 0.17%
10,413
-1,307
153
$627K 0.17%
2,630
+627
154
$626K 0.17%
3,967
+32
155
$616K 0.17%
7,992
+797
156
$613K 0.16%
8,890
+8,331
157
$613K 0.16%
8,233
+6,769
158
$606K 0.16%
5,167
+250
159
$604K 0.16%
8,278
-7,864
160
$602K 0.16%
10,050
-416
161
$601K 0.16%
9,696
+9,174
162
$601K 0.16%
10,408
+1,316
163
$590K 0.16%
11,076
+520
164
$587K 0.16%
11,556
-4,056
165
$583K 0.16%
17,386
+471
166
$581K 0.16%
8,701
+1,327
167
$574K 0.15%
5,532
+1,566
168
$569K 0.15%
9,482
+8,250
169
$565K 0.15%
+8,578
170
$557K 0.15%
33,598
+829
171
$557K 0.15%
7,531
172
$556K 0.15%
16,013
-472
173
$556K 0.15%
9,215
+1,285
174
$545K 0.15%
3,569
175
$541K 0.15%
5,252
-94
5 6
7
8 9