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
$1.13B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$3.67M
3
+$3.56M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.48M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.01M

Top Sells

1
+$20.7M
2
+$5.53M
3
+$3.54M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.52M
5
UNG icon
United States Natural Gas Fund
UNG
+$2.38M

Sector Composition

1 Technology 9.48%
2 Financials 4.08%
3 Consumer Discretionary 3.82%
4 Healthcare 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.2M 0.11%
22,110
+1,937
202
$1.2M 0.11%
11,748
+1,347
203
$1.18M 0.1%
10,348
-1,545
204
$1.17M 0.1%
61,094
+719
205
$1.17M 0.1%
24,500
+641
206
$1.17M 0.1%
9,229
-2,327
207
$1.17M 0.1%
88,510
+51,560
208
$1.17M 0.1%
17,196
+10,087
209
$1.17M 0.1%
27,410
+1,150
210
$1.17M 0.1%
+27,999
211
$1.17M 0.1%
7,065
-1,866
212
$1.17M 0.1%
15,038
-20
213
$1.16M 0.1%
35,136
-20,178
214
$1.15M 0.1%
30,156
+1,248
215
$1.15M 0.1%
12,435
-1,154
216
$1.15M 0.1%
33,599
+720
217
$1.14M 0.1%
40,461
-881
218
$1.13M 0.1%
113,422
+3,873
219
$1.11M 0.1%
3,748
-1,176
220
$1.11M 0.1%
4,946
-465
221
$1.1M 0.1%
8,029
+189
222
$1.1M 0.1%
6,314
+38
223
$1.1M 0.1%
14,489
+5,937
224
$1.1M 0.1%
39,912
-16,860
225
$1.09M 0.1%
6,345
-830
7 8
9
10 11