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
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.67M
3
+$3.56M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.48M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.01M

Top Sells

1
+$20.7M
2
+$5.53M
3
+$3.54M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.52M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.08%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.41M 0.12%
20,191
-328
177
$1.37M 0.12%
41,775
+1,300
178
$1.35M 0.12%
26,390
-1,345
179
$1.34M 0.12%
43,739
-1,721
180
$1.33M 0.12%
2,458
+84
181
$1.33M 0.12%
134,319
+59,549
182
$1.32M 0.12%
31,006
+901
183
$1.31M 0.12%
17,030
-247
184
$1.31M 0.12%
14,388
-76
185
$1.31M 0.12%
23,725
-906
186
$1.3M 0.11%
12,760
+1,260
187
$1.3M 0.11%
5,715
-6
188
$1.3M 0.11%
29,604
+9,995
189
$1.29M 0.11%
35,796
-100
190
$1.27M 0.11%
76,337
-3,805
191
$1.27M 0.11%
5,951
-863
192
$1.25M 0.11%
5,955
-4
193
$1.24M 0.11%
11,588
-154
194
$1.24M 0.11%
25,683
-1,455
195
$1.23M 0.11%
110,525
+9,396
196
$1.22M 0.11%
16,396
+4,524
197
$1.21M 0.11%
23,073
-609
198
$1.21M 0.11%
+30,771
199
$1.21M 0.11%
30,218
+760
200
$1.2M 0.11%
22,023
-2,550
6 7
8
9 10