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
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.87M
3
+$3.02M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.83M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.02M

Top Sells

1
+$353K
2
+$282K
3
+$234K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$187K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
– –
-43
1802
$0 ﹤0.01%
+13
1803
– –
-19
1804
– –
-215
1805
– –
-7
1806
– –
-210
1807
– –
-15
1808
– –
-588
1809
$0 ﹤0.01%
105
1810
– –
-21
1811
– –
-34
1812
$0 ﹤0.01%
10
1813
– –
-798
1814
– –
-43
1815
– –
-16
1816
– –
-6
1817
– –
-45
1818
$0 ﹤0.01%
+12
1819
– –
-60
1820
$0 ﹤0.01%
+100
1821
– –
-3
1822
– –
-6
1823
– –
-23
1824
$0 ﹤0.01%
+1
1825
– –
-787
70 71 72
73
74