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
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$1.9M
3
+$1.37M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.25M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.04M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$1.17M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.12M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.09M

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
– –
-6,228
1802
– –
-59
1803
– –
-26
1804
– –
-2,442
1805
– –
-100
1806
– –
-8
1807
– –
-412
1808
– –
-113
1809
– –
-1
1810
– –
-462
1811
– –
0
1812
– –
-82
1813
– –
-10
1814
– –
-50
1815
– –
-200
1816
– –
-5
1817
– –
0
1818
– –
-2
1819
– –
0
1820
– –
-43
1821
– –
-2
1822
– –
-400
1823
– –
-46
1824
– –
-12
1825
– –
-33
70 71 72
73
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