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
$735M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.37M
3
+$3.35M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$3.23M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.08M

Top Sells

1
+$9.3M
2
+$4.04M
3
+$1.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.07M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$999K

Sector Composition

1 Healthcare 8.01%
2 Technology 6.84%
3 Financials 4.91%
4 Communication Services 4.3%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.5M 3.74%
92,031
-31,131
2
$19.6M 2.66%
258,155
+46,849
3
$18.7M 2.54%
331,668
+7,620
4
$14.1M 1.92%
168,501
+22,649
5
$13.5M 1.84%
215,242
+53,346
6
$13M 1.76%
315,340
+58,089
7
$12M 1.63%
207,705
+53,335
8
$11.5M 1.57%
112,502
+31,436
9
$9.84M 1.34%
254,700
+41,170
10
$9.75M 1.33%
112,280
+1,940
11
$8.29M 1.13%
27,949
+631
12
$8.21M 1.12%
58,978
+7,305
13
$8.06M 1.1%
120,126
+3,896
14
$6.65M 0.9%
190,739
+3,356
15
$6.53M 0.89%
83,721
-698
16
$6.3M 0.86%
33,371
+2,489
17
$6.22M 0.85%
215,907
+25,303
18
$6.09M 0.83%
124,283
+6,502
19
$6.05M 0.82%
94,461
-14,792
20
$5.68M 0.77%
44,258
-4,913
21
$5.6M 0.76%
37,018
+7,121
22
$5.51M 0.75%
36,483
+12,906
23
$5.37M 0.73%
402,325
+2,116
24
$4.98M 0.68%
52,883
-3,517
25
$4.77M 0.65%
370,665
+23,894
1
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