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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$5.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.84M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.14M

Top Sells

1
+$26.3M
2
+$17.1M
3
+$4.56M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.76M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.84%
4 Communication Services 4%
5 Financials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.9M 3.95%
316,356
-50,044
2
$25.6M 3.51%
83,145
+23,105
3
$23.8M 3.26%
76,878
-12,143
4
$20.2M 2.77%
81,617
+43,087
5
$19.3M 2.65%
430,157
+69,942
6
$16M 2.19%
116,100
-13,900
7
$13.5M 1.85%
489,034
+42,500
8
$12.5M 1.71%
431,735
+58,716
9
$12.3M 1.68%
202,401
-26,302
10
$11.8M 1.62%
58,114
-14,384
11
$8.55M 1.17%
93,808
+1,591
12
$7.13M 0.98%
102,600
-49,768
13
$7.04M 0.96%
232,217
-51,271
14
$6.8M 0.93%
94,596
-8,930
15
$6.12M 0.84%
58,520
+2,068
16
$5.91M 0.81%
+248,200
17
$5.84M 0.8%
+22,632
18
$5.62M 0.77%
56,157
+13,817
19
$5.47M 0.75%
153,735
-20,145
20
$5.41M 0.74%
34,575
+120
21
$4.95M 0.68%
94,771
-7,203
22
$4.91M 0.67%
24,305
+635
23
$4.82M 0.66%
442,846
+32,796
24
$4.77M 0.65%
123,010
-17,049
25
$4.69M 0.64%
66,180
-15,280
1
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