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
$372M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,839
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$1.9M
3
+$1.37M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.25M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.04M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$1.17M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$1.12M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.09M

Sector Composition

1 Technology 7.33%
2 Financials 5.44%
3 Consumer Discretionary 5.3%
4 Healthcare 4.9%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.7M 4.76%
68,403
+28,565
2
$11.1M 2.98%
266,584
-6,464
3
$5.7M 1.53%
63,796
-2,004
4
$4.7M 1.26%
18,251
+1,010
5
$4.59M 1.23%
55,336
-1,624
6
$4.43M 1.19%
64,640
+1,060
7
$4.29M 1.15%
36,544
-4,333
8
$4.28M 1.15%
98,112
+15,651
9
$4.27M 1.15%
68,920
-3,702
10
$3.73M 1%
35,572
-3,449
11
$3.55M 0.95%
96,895
+10,760
12
$3.42M 0.92%
22,010
+6,618
13
$3.27M 0.88%
63,068
-1,550
14
$3.24M 0.87%
63,980
+1,300
15
$3.22M 0.87%
21,763
+2,419
16
$3.21M 0.86%
60,366
+19,459
17
$3.07M 0.82%
59,100
+19,791
18
$2.95M 0.79%
22,214
+1,855
19
$2.93M 0.79%
57,390
+349
20
$2.76M 0.74%
104,115
+1,187
21
$2.63M 0.71%
29,690
-243
22
$2.58M 0.69%
44,837
+8,279
23
$2.55M 0.68%
67,376
-12,184
24
$2.52M 0.68%
16,226
+3,215
25
$2.46M 0.66%
62,011
+8,785
1
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