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
$735M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.37M
3
+$3.35M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.23M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.08M

Top Sells

1
+$9.3M
2
+$4.04M
3
+$1.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.07M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$999K

Sector Composition

1 Healthcare 8.01%
2 Technology 6.84%
3 Financials 4.91%
4 Communication Services 4.3%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$976K 0.13%
16,848
+2,754
177
$967K 0.13%
35,592
178
$965K 0.13%
72,747
+3,230
179
$964K 0.13%
27,178
-390
180
$963K 0.13%
+11,350
181
$960K 0.13%
19,650
-641
182
$959K 0.13%
8,249
+1,358
183
$958K 0.13%
12,557
+6,163
184
$948K 0.13%
5,453
+423
185
$947K 0.13%
18,813
+12,592
186
$936K 0.13%
4,430
+26
187
$935K 0.13%
11,575
-2,847
188
$933K 0.13%
50,076
+6,647
189
$927K 0.13%
33,590
+4,840
190
$923K 0.13%
8,214
-4,660
191
$922K 0.13%
57,937
+40,900
192
$902K 0.12%
33,530
+9,980
193
$894K 0.12%
3,069
+735
194
$893K 0.12%
95,451
+11,654
195
$887K 0.12%
6,383
+1,568
196
$887K 0.12%
10,179
+3,785
197
$879K 0.12%
36,444
+5,600
198
$876K 0.12%
53,297
+1,378
199
$869K 0.12%
16,257
+6,729
200
$868K 0.12%
10,934
+106
6 7
8
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