IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.87M
3
+$3.02M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.83M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.02M

Top Sells

1
+$353K
2
+$282K
3
+$234K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$187K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Technology 7.72%
2 Healthcare 5.66%
3 Financials 5.6%
4 Communication Services 5.12%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.9M 3.15%
273,048
+111,676
2
$11M 2.91%
39,838
+33,050
3
$6.28M 1.66%
65,800
+1,702
4
$5.18M 1.37%
56,960
+9,038
5
$5.17M 1.37%
40,877
+9,175
6
$4.72M 1.25%
17,241
+3,586
7
$4.6M 1.22%
72,622
-2,946
8
$4.09M 1.08%
39,021
+838
9
$3.96M 1.05%
63,580
+8,920
10
$3.81M 1.01%
82,461
+8,189
11
$3.49M 0.92%
62,680
+25,300
12
$3.38M 0.89%
64,618
+18
13
$3.35M 0.89%
86,135
+33,720
14
$3.14M 0.83%
79,560
+71,620
15
$3.08M 0.82%
22,139
+1,075
16
$3.05M 0.81%
57,041
+56,576
17
$3M 0.79%
19,344
+2,555
18
$2.97M 0.79%
102,928
+42,633
19
$2.86M 0.76%
20,359
+11,272
20
$2.64M 0.7%
29,933
+14,269
21
$2.5M 0.66%
15,392
+3,394
22
$2.45M 0.65%
13,011
+7,109
23
$2.27M 0.6%
40,907
+5,689
24
$2.24M 0.59%
53,226
+980
25
$2.22M 0.59%
39,309
+5,788
1
2 3 4 5