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 5.44%
3 Consumer Discretionary 5.3%
4 Healthcare 4.9%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$537K 0.14%
20,550
-2,866
177
$523K 0.14%
4,336
-12
178
$515K 0.14%
8,848
-294
179
$512K 0.14%
10,370
+873
180
$511K 0.14%
4,040
-243
181
$507K 0.14%
11,902
-205
182
$507K 0.14%
1,534
+73
183
$504K 0.14%
8,868
+124
184
$503K 0.14%
2,831
+173
185
$493K 0.13%
15,657
-1
186
$491K 0.13%
2,241
+17
187
$490K 0.13%
3,404
-883
188
$489K 0.13%
19,148
+402
189
$486K 0.13%
+25,708
190
$485K 0.13%
9,790
+1,192
191
$482K 0.13%
7,588
+751
192
$477K 0.13%
4,893
-1,241
193
$474K 0.13%
2,152
194
$471K 0.13%
16,949
195
$470K 0.13%
8,361
-216
196
$469K 0.13%
7,253
-182
197
$461K 0.12%
7,664
+186
198
$456K 0.12%
2,243
+149
199
$454K 0.12%
10,719
+10,264
200
$452K 0.12%
6,814
+52
6 7
8
9 10