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
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.67M
3
+$3.56M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.48M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.01M

Top Sells

1
+$20.7M
2
+$5.53M
3
+$3.54M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.52M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.08%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.73M 0.15%
63,848
+6,951
152
$1.72M 0.15%
60,933
+4,369
153
$1.72M 0.15%
22,154
+296
154
$1.69M 0.15%
24,799
+856
155
$1.69M 0.15%
34,398
-306
156
$1.69M 0.15%
+74,837
157
$1.68M 0.15%
23,635
-621
158
$1.67M 0.15%
9,601
-25
159
$1.6M 0.14%
9,065
-410
160
$1.57M 0.14%
26,745
+212
161
$1.57M 0.14%
+31,229
162
$1.54M 0.14%
70,378
-3,724
163
$1.53M 0.14%
30,396
-2,417
164
$1.51M 0.13%
68,209
-3,505
165
$1.49M 0.13%
18,742
+590
166
$1.48M 0.13%
12,997
-4,233
167
$1.47M 0.13%
47,236
-2,451
168
$1.47M 0.13%
22,741
-725
169
$1.47M 0.13%
78,631
-2,093
170
$1.47M 0.13%
11,339
-49
171
$1.46M 0.13%
5,988
+212
172
$1.43M 0.13%
24,069
-1,304
173
$1.43M 0.13%
10,286
+224
174
$1.42M 0.13%
33,957
+356
175
$1.41M 0.12%
18,348
+1,675
5 6
7
8 9