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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$5.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.84M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.14M

Top Sells

1
+$26.3M
2
+$17.1M
3
+$4.56M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.84%
4 Communication Services 4%
5 Financials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$818K 0.11%
17,980
-10,730
202
$817K 0.11%
3,161
+233
203
$813K 0.11%
8,734
-848
204
$808K 0.11%
16,159
-3,682
205
$806K 0.11%
6,717
+992
206
$806K 0.11%
5,533
-2,134
207
$804K 0.11%
+40,787
208
$802K 0.11%
21,951
+2,964
209
$800K 0.11%
28,580
-1,957
210
$797K 0.11%
5,897
-1,603
211
$793K 0.11%
16,014
+4,310
212
$792K 0.11%
10,346
-66
213
$789K 0.11%
4,098
+6
214
$788K 0.11%
11,044
+3,472
215
$785K 0.11%
3,098
-935
216
$783K 0.11%
21,604
+1,746
217
$771K 0.11%
5,990
-24
218
$761K 0.1%
+21,501
219
$745K 0.1%
11,907
-511
220
$738K 0.1%
31,761
+126
221
$728K 0.1%
4,308
-2,621
222
$722K 0.1%
11,714
+4,203
223
$714K 0.1%
8,250
-1,808
224
$712K 0.1%
117,148
-5,947
225
$710K 0.1%
4,333
-1,014
7 8
9
10 11