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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$5.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.84M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.14M

Top Sells

1
+$26.3M
2
+$17.1M
3
+$4.56M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.84%
4 Communication Services 4%
5 Financials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.07M 0.15%
27,355
-7,034
152
$1.07M 0.15%
23,993
-10,818
153
$1.06M 0.15%
9,232
-3,055
154
$1.06M 0.15%
10,548
+1,846
155
$1.05M 0.14%
2,407
+66
156
$1.04M 0.14%
+12,166
157
$1.02M 0.14%
+60,708
158
$1.02M 0.14%
5,849
-1,571
159
$1.02M 0.14%
+165,966
160
$1.01M 0.14%
12,930
-2,333
161
$1.01M 0.14%
1,625
+1,119
162
$1.01M 0.14%
2,781
-362
163
$1M 0.14%
47,243
+8,108
164
$993K 0.14%
+32,326
165
$990K 0.14%
3,356
-1,040
166
$980K 0.13%
26,723
-27,583
167
$976K 0.13%
11,126
-1,458
168
$968K 0.13%
16,457
-8,485
169
$965K 0.13%
10,337
+4,769
170
$942K 0.13%
5,468
+2,781
171
$942K 0.13%
8,036
-9,212
172
$940K 0.13%
15,660
-5,228
173
$936K 0.13%
25,892
+2,029
174
$930K 0.13%
5,416
-355
175
$920K 0.13%
12,502
-348
5 6
7
8 9