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
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.87M
3
+$3.02M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.83M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.02M

Top Sells

1
+$353K
2
+$282K
3
+$234K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$187K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$487K 0.13%
24,885
+834
202
$487K 0.13%
3,328
+2,264
203
$485K 0.13%
6,118
+902
204
$478K 0.13%
4,102
+1,986
205
$478K 0.13%
7,478
+7,340
206
$475K 0.13%
2,607
+706
207
$474K 0.13%
8,643
+1,932
208
$461K 0.12%
8,598
+4,740
209
$459K 0.12%
6,345
+5,362
210
$455K 0.12%
2,224
+408
211
$455K 0.12%
14,878
+14,153
212
$453K 0.12%
19,515
+19,015
213
$450K 0.12%
8,452
+792
214
$446K 0.12%
9,730
+165
215
$446K 0.12%
5,115
+4,534
216
$446K 0.12%
18,246
+2,000
217
$438K 0.12%
16,120
+6,568
218
$434K 0.11%
7,557
-1,030
219
$434K 0.11%
6,556
+1,128
220
$431K 0.11%
6,101
+5,571
221
$430K 0.11%
1,912
+513
222
$428K 0.11%
2,316
+1,000
223
$427K 0.11%
3,330
-116
224
$427K 0.11%
4,557
+1,026
225
$424K 0.11%
2,094
+5
7 8
9
10 11