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
$996M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.9M
3
+$11.2M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$10.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$5.87M
2
+$5.76M
3
+$5.09M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.92M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.81M

Sector Composition

1 Technology 9.71%
2 Healthcare 9.28%
3 Consumer Discretionary 5.17%
4 Financials 3.78%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.42M 0.14%
45,744
+3,757
152
$1.42M 0.14%
4,547
+1,191
153
$1.41M 0.14%
35,766
+1,342
154
$1.4M 0.14%
60,996
+4,984
155
$1.4M 0.14%
56,864
+3,184
156
$1.39M 0.14%
20,040
+4,380
157
$1.38M 0.14%
19,144
+5,853
158
$1.37M 0.14%
45,737
-7,097
159
$1.37M 0.14%
+52,758
160
$1.36M 0.14%
16,982
-1,950
161
$1.34M 0.13%
29,583
+882
162
$1.33M 0.13%
60,987
+279
163
$1.32M 0.13%
86,218
+787
164
$1.32M 0.13%
14,075
+10,621
165
$1.31M 0.13%
5,234
-809
166
$1.31M 0.13%
136,731
+19,324
167
$1.29M 0.13%
38,820
-2,193
168
$1.29M 0.13%
8,360
-148
169
$1.28M 0.13%
+87,118
170
$1.27M 0.13%
62,904
+31,027
171
$1.26M 0.13%
6,712
+1,296
172
$1.25M 0.13%
+195,067
173
$1.23M 0.12%
33,830
-360
174
$1.23M 0.12%
207,210
+44,905
175
$1.22M 0.12%
5,686
+218
5 6
7
8 9