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
$996M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22.9M
3
+$11.2M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$10.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$5.87M
2
+$5.76M
3
+$5.09M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.92M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.81M

Sector Composition

1 Technology 9.71%
2 Healthcare 9.28%
3 Consumer Discretionary 5.17%
4 Financials 3.78%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.05M 0.11%
6,826
+1,293
202
$1.04M 0.1%
34,050
+1,724
203
$1.03M 0.1%
13,027
+97
204
$1.01M 0.1%
11,729
+3,479
205
$1.01M 0.1%
17,353
+3,832
206
$1.01M 0.1%
+23,330
207
$1.01M 0.1%
5,130
+822
208
$1.01M 0.1%
54,452
+17,593
209
$996K 0.1%
27,165
+5,970
210
$989K 0.1%
49,275
+37,326
211
$988K 0.1%
11,318
+192
212
$977K 0.1%
4,209
+111
213
$977K 0.1%
9,589
+855
214
$972K 0.1%
43,739
+2,952
215
$971K 0.1%
11,618
+152
216
$963K 0.1%
8,278
+655
217
$962K 0.1%
11,736
-5,211
218
$962K 0.1%
15,225
+491
219
$959K 0.1%
3,880
220
$955K 0.1%
4,882
-83
221
$947K 0.1%
5,371
+1,038
222
$947K 0.1%
7,825
+1,027
223
$946K 0.09%
7,764
+4,458
224
$945K 0.09%
24,786
+6
225
$944K 0.09%
9,087
+1,929
7 8
9
10 11