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
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$1.9M
3
+$1.37M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.25M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.04M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$1.17M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.12M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.09M

Sector Composition

1 Technology 7.33%
2 Financials 5.44%
3 Consumer Discretionary 5.3%
4 Healthcare 4.9%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$451K 0.12%
4,350
+4
202
$442K 0.12%
2,766
+1,984
203
$441K 0.12%
6,870
-1,414
204
$438K 0.12%
16,215
205
$438K 0.12%
5,602
-516
206
$437K 0.12%
23,970
-915
207
$435K 0.12%
3,032
-620
208
$435K 0.12%
4,999
+1,010
209
$435K 0.12%
29,821
-4,893
210
$431K 0.12%
27,025
+1,006
211
$430K 0.12%
8,263
-380
212
$427K 0.11%
2,971
-118
213
$425K 0.11%
7,317
-240
214
$425K 0.11%
2,004
+522
215
$421K 0.11%
9,851
+1,008
216
$418K 0.11%
31,020
+1,500
217
$417K 0.11%
19,330
-185
218
$412K 0.11%
8,160
-292
219
$402K 0.11%
16,602
-1,644
220
$401K 0.11%
21,089
+5,981
221
$396K 0.11%
2,492
-115
222
$396K 0.11%
3,706
-823
223
$395K 0.11%
4,896
-219
224
$390K 0.1%
3,271
+98
225
$390K 0.1%
4,606
+49
7 8
9
10 11