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
$996M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.9M
3
+$11.2M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$10.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$5.87M
2
+$5.76M
3
+$5.09M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.92M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.81M

Sector Composition

1 Technology 9.71%
2 Healthcare 9.28%
3 Consumer Discretionary 5.17%
4 Financials 3.78%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.22M 0.12%
6,795
-935
177
$1.22M 0.12%
29,105
+605
178
$1.22M 0.12%
33,412
+7,610
179
$1.22M 0.12%
12,042
-965
180
$1.19M 0.12%
13,840
+1,338
181
$1.19M 0.12%
10,727
+6,044
182
$1.19M 0.12%
8,042
-1,464
183
$1.18M 0.12%
41,145
+28,450
184
$1.17M 0.12%
+12,633
185
$1.15M 0.12%
+10,618
186
$1.14M 0.11%
5,306
-84
187
$1.14M 0.11%
22,690
+4,710
188
$1.14M 0.11%
33,709
+3,659
189
$1.13M 0.11%
36,614
+25,239
190
$1.12M 0.11%
21,302
+4,845
191
$1.12M 0.11%
12,137
+1,093
192
$1.12M 0.11%
28,879
+1,524
193
$1.11M 0.11%
+84,450
194
$1.11M 0.11%
24,005
+2,996
195
$1.1M 0.11%
52,345
+5,102
196
$1.1M 0.11%
10,946
+609
197
$1.08M 0.11%
27,073
+1,181
198
$1.06M 0.11%
6,393
+496
199
$1.05M 0.11%
38,319
+1,455
200
$1.05M 0.11%
6,319
+1,017
6 7
8
9 10