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
176
$544K 0.14%
1,461
+1,418
177
$542K 0.14%
+18,746
178
$541K 0.14%
7,930
+6,484
179
$540K 0.14%
2,152
180
$538K 0.14%
9,142
+3,940
181
$538K 0.14%
2,003
-50
182
$535K 0.14%
8,284
-99
183
$533K 0.14%
2,658
+811
184
$530K 0.14%
4,348
+8
185
$524K 0.14%
7,711
+4,790
186
$521K 0.14%
15,658
+1,409
187
$520K 0.14%
+10,063
188
$517K 0.14%
7,374
+4,061
189
$516K 0.14%
34,714
+6,902
190
$513K 0.14%
3,089
+454
191
$512K 0.14%
3,966
+3,110
192
$511K 0.14%
6,837
+3,525
193
$509K 0.13%
8,577
+2,820
194
$505K 0.13%
10,697
+7,415
195
$503K 0.13%
4,529
-455
196
$503K 0.13%
8,744
+7,700
197
$499K 0.13%
9,593
+7,917
198
$496K 0.13%
4,346
+53
199
$491K 0.13%
17,229
+16,745
200
$488K 0.13%
6,762
+5,653
6 7
8
9 10