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
$845M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$5.73M
3
+$3.2M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.83M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.76M

Top Sells

1
+$962K
2
+$882K
3
+$799K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$721K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$672K

Sector Composition

1 Healthcare 8.42%
2 Technology 7.1%
3 Financials 4.68%
4 Communication Services 4.11%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.11M 0.13%
31,233
+1,348
177
$1.09M 0.13%
13,224
-46
178
$1.08M 0.13%
42,820
-10,995
179
$1.08M 0.13%
19,473
+1,087
180
$1.08M 0.13%
17,363
+2,697
181
$1.08M 0.13%
17,113
+2,425
182
$1.08M 0.13%
19,176
+3,652
183
$1.07M 0.13%
11,415
-1,783
184
$1.06M 0.13%
32,710
-820
185
$1.06M 0.13%
31,584
+4,253
186
$1.05M 0.12%
33,320
-270
187
$1.05M 0.12%
11,982
+219
188
$1.05M 0.12%
27,182
+4
189
$1.05M 0.12%
17,818
+1,561
190
$1.04M 0.12%
10,988
-4,253
191
$1.04M 0.12%
3,191
+122
192
$1.03M 0.12%
31,496
-27,067
193
$1.02M 0.12%
54,776
+4,700
194
$1.01M 0.12%
17,949
-1,293
195
$1.01M 0.12%
47,573
+871
196
$1.01M 0.12%
11,432
-1,125
197
$1.01M 0.12%
101,652
+6,201
198
$991K 0.12%
15,254
-2,995
199
$991K 0.12%
30,868
-3,321
200
$983K 0.12%
35,373
-219
6 7
8
9 10