IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$1.9M
3
+$1.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.24M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.1M

Top Sells

1
+$1.3M
2
+$1.26M
3
+$1.24M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.22M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.16M

Sector Composition

1 Technology 7.33%
2 Financials 5.45%
3 Consumer Discretionary 5.3%
4 Healthcare 4.89%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
– –
-2
1802
– –
-11
1803
– –
-208
1804
– –
-26
1805
– –
-71
1806
– –
-2
1807
– –
-11
1808
– –
-96
1809
– –
-100
1810
– –
-1,425
1811
– –
-35
1812
– –
-154
1813
– –
-2,800
1814
– –
-4
1815
– –
-33
1816
– –
-23
1817
– –
-125
1818
– –
-100
1819
– –
-105
1820
– –
-18
1821
– –
-6
1822
– –
-6
1823
– –
-1,541
1824
– –
-1,250
1825
– –
-100
70 71 72
73
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