IWM

IHT Wealth Management Portfolio holdings

AUM $3.2B
This Quarter Return
-2.31%
1 Year Return
+8.38%
3 Year Return
+26.61%
5 Year Return
+134.16%
10 Year Return
–
AUM
$3.2B
AUM Growth
+$102M
Cap. Flow
+$193M
Cap. Flow %
6.01%
Top 10 Hldgs %
19.68%
Holding
1,165
New
87
Increased
467
Reduced
488
Closed
80

Top Buys

1
$41.4M
2
$28.5M
3
$24.4M
4
$20.9M
5
$16.6M

Top Sells

1
$25.3M
2
$18.4M
3
$11.9M
4
$9.54M
5
$9.16M

Sector Composition

1Technology10.2%
2Consumer Discretionary4.18%
3Financials4.12%
4Healthcare2.88%
5Industrials2.71%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$3.73M0.12% 13,883
+2,759
+25%
+$741K
$3.71M0.12% 28,766
+572
+2%
+$73.8K
$3.7M0.12% 59,855
-4,262
-7%
-$263K
$3.68M0.11%
+102,699
 New
+$3.68M
$3.58M0.11% 8,538
-1,183
-12%
-$497K
$3.57M0.11% 72,134
-6,063
-8%
-$300K
$3.56M0.11%
+92,679
 New
+$3.56M
$3.56M0.11% 41,680
-229
-0.6%
-$19.6K
$3.56M0.11% 90,217
+18,379
+26%
+$725K
$3.55M0.11% 63,365
+10,380
+20%
+$582K
$3.55M0.11% 13,714
+937
+7%
+$242K
$3.54M0.11% 49,732
-5,728
-10%
-$407K
$3.51M0.11% 29,335
-9,080
-24%
-$1.09M
$3.5M0.11% 22,782
-37
-0.2%
-$5.68K
$3.49M0.11% 43,040
-26,423
-38%
-$2.14M
$3.47M0.11% 7,774
+663
+9%
+$296K
$3.44M0.11% 33,472
+2,168
+7%
+$223K
$3.41M0.11% 43,405
-512
-1%
-$40.2K
$3.36M0.11%
+98,318
 New
+$3.36M
$3.36M0.1% 17,616
-48,068
-73%
-$9.16M
$3.35M0.1% 43,186
+13,936
+48%
+$1.08M
$3.28M0.1% 148,084
+964
+0.7%
+$21.4K
$3.27M0.1% 124,986
-16,574
-12%
-$434K
$3.26M0.1% 36,305
+1,800
+5%
+$162K
$3.25M0.1% 89,679
-244
-0.3%
-$8.86K
1 67891047