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
$845M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$5.73M
3
+$3.2M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.83M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.76M

Top Sells

1
+$962K
2
+$882K
3
+$799K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$721K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$672K

Sector Composition

1 Healthcare 8.42%
2 Technology 7.1%
3 Financials 4.68%
4 Communication Services 4.11%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$966K 0.11%
11,003
-150
202
$962K 0.11%
9,498
+1,434
203
$961K 0.11%
8,468
+551
204
$953K 0.11%
33,849
+21,084
205
$948K 0.11%
91,120
+4,800
206
$943K 0.11%
5,003
-450
207
$942K 0.11%
6,121
+185
208
$940K 0.11%
26,208
+4,243
209
$934K 0.11%
24,778
+9,112
210
$931K 0.11%
8,131
-594
211
$925K 0.11%
5,116
+135
212
$917K 0.11%
10,936
+2
213
$912K 0.11%
15,728
-1,120
214
$911K 0.11%
18,121
-692
215
$907K 0.11%
74,800
+3,400
216
$907K 0.11%
4,521
+91
217
$905K 0.11%
19,580
-70
218
$904K 0.11%
9,026
+1,138
219
$899K 0.11%
11,148
-427
220
$897K 0.11%
8,082
-132
221
$893K 0.11%
54,423
+1,126
222
$893K 0.11%
+25,576
223
$886K 0.1%
110,496
+4,628
224
$883K 0.1%
18,221
-455
225
$882K 0.1%
4,013
+783
7 8
9
10 11