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
$735M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.37M
3
+$3.35M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.23M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.08M

Top Sells

1
+$9.3M
2
+$4.04M
3
+$1.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.07M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$999K

Sector Composition

1 Healthcare 8.01%
2 Technology 6.84%
3 Financials 4.91%
4 Communication Services 4.3%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.16M 0.16%
18,249
+3,650
152
$1.15M 0.16%
21,821
-8,100
153
$1.12M 0.15%
7,290
+1,175
154
$1.11M 0.15%
22,672
-96
155
$1.09M 0.15%
25,864
-2,669
156
$1.09M 0.15%
25,183
+12
157
$1.09M 0.15%
34,189
-431
158
$1.08M 0.15%
22,377
+2,173
159
$1.07M 0.15%
13,270
+3,370
160
$1.07M 0.15%
41,950
+3,350
161
$1.07M 0.15%
36,679
+26,629
162
$1.05M 0.14%
9,177
+1,789
163
$1.04M 0.14%
11,763
+2,251
164
$1.03M 0.14%
24,197
+1,996
165
$1.03M 0.14%
7,996
-68
166
$1.03M 0.14%
20,120
+1,656
167
$1.03M 0.14%
29,885
+5,344
168
$1.01M 0.14%
14,321
+1,512
169
$996K 0.14%
14,418
+77
170
$995K 0.14%
46,702
-175
171
$992K 0.13%
19,242
-12,942
172
$991K 0.13%
16,739
+2,502
173
$989K 0.13%
8,725
+3,648
174
$989K 0.13%
5,431
+553
175
$979K 0.13%
17,686
+1,966
5 6
7
8 9