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
$1.2B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.26M
3
+$3.88M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.96M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$2.94M

Top Sells

1
+$12.5M
2
+$6.79M
3
+$3.63M
4
IMMU
Immunomedics Inc
IMMU
+$2.85M
5
ABBV icon
AbbVie
ABBV
+$2.83M

Sector Composition

1 Technology 9.4%
2 Healthcare 8.8%
3 Consumer Discretionary 5.26%
4 Financials 4.3%
5 Communication Services 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.07M 0.09%
8,966
+1,141
227
$1.07M 0.09%
19,511
+6,395
228
$1.07M 0.09%
20,642
+6,808
229
$1.06M 0.09%
17,313
+1,276
230
$1.05M 0.09%
6,574
+181
231
$1.05M 0.09%
4,710
-172
232
$1.05M 0.09%
22,270
+50
233
$1.05M 0.09%
24,790
+4
234
$1.05M 0.09%
20,388
+13
235
$1.05M 0.09%
34,050
236
$1.04M 0.09%
39,080
-606
237
$1.03M 0.09%
12,938
+7,616
238
$1.02M 0.09%
4,182
-27
239
$1.02M 0.09%
7,228
+532
240
$1.01M 0.08%
+18,540
241
$1.01M 0.08%
19,504
+381
242
$1.01M 0.08%
13,296
243
$1M 0.08%
24,033
+703
244
$1M 0.08%
5,665
+4
245
$991K 0.08%
5,442
+884
246
$989K 0.08%
11,499
+4,325
247
$974K 0.08%
110,804
-513
248
$973K 0.08%
15,787
-1,376
249
$973K 0.08%
19,160
+2,032
250
$959K 0.08%
6,250
-2
8 9
10
11 12