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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$5.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.84M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.14M

Top Sells

1
+$26.3M
2
+$17.1M
3
+$4.56M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.84%
4 Communication Services 4%
5 Financials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$918K 0.13%
18,105
+13,107
177
$912K 0.12%
+8,508
178
$911K 0.12%
+85,431
179
$899K 0.12%
30,050
+6,773
180
$898K 0.12%
15,538
181
$894K 0.12%
4,965
+19
182
$892K 0.12%
16,947
+11,218
183
$884K 0.12%
17,288
+2,149
184
$881K 0.12%
25,322
+3,579
185
$880K 0.12%
7,623
+292
186
$880K 0.12%
20,582
+136
187
$879K 0.12%
24,780
-1,496
188
$878K 0.12%
13,521
-4,812
189
$877K 0.12%
14,734
-3,382
190
$868K 0.12%
+14,060
191
$866K 0.12%
+21,768
192
$865K 0.12%
+31,505
193
$865K 0.12%
11,466
+232
194
$863K 0.12%
25,802
+7,398
195
$855K 0.12%
10,533
-2,322
196
$851K 0.12%
3,880
+8
197
$841K 0.12%
7,594
-6,770
198
$839K 0.11%
24,775
-17,867
199
$823K 0.11%
6,798
+2,481
200
$819K 0.11%
21,009
-6,894
6 7
8
9 10