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
$1.97B
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$7.63M
3
+$6.89M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$6.28M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$6.05M

Top Sells

1
+$6.93M
2
+$5.99M
3
+$4.89M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$4.71M
5
FLGV icon
Franklin US Treasury Bond ETF
FLGV
+$4.26M

Sector Composition

1 Technology 9.73%
2 Healthcare 4.56%
3 Financials 3.99%
4 Consumer Discretionary 3.75%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.67M 0.08%
63,625
+6,508
227
$1.67M 0.08%
24,354
-3,439
228
$1.66M 0.08%
133,891
-11,794
229
$1.66M 0.08%
53,962
+8,294
230
$1.65M 0.08%
36,144
+8,182
231
$1.64M 0.08%
49,138
+3,018
232
$1.64M 0.08%
8,078
+152
233
$1.64M 0.08%
56,200
-1,293
234
$1.63M 0.08%
31,084
-2,008
235
$1.63M 0.08%
56,650
+11,650
236
$1.62M 0.08%
74,274
-12,003
237
$1.62M 0.08%
24,988
+748
238
$1.61M 0.08%
27,396
-9,178
239
$1.6M 0.08%
+38,641
240
$1.59M 0.08%
77,884
+2,013
241
$1.59M 0.08%
207,059
+37,856
242
$1.58M 0.08%
114,350
+1,473
243
$1.57M 0.08%
31,401
+9,308
244
$1.57M 0.08%
25,010
+720
245
$1.57M 0.08%
25,849
-328
246
$1.56M 0.08%
26,945
+2,767
247
$1.55M 0.08%
10,067
-405
248
$1.55M 0.08%
63,718
+5,648
249
$1.54M 0.08%
17,455
+555
250
$1.52M 0.08%
12,956
+486
8 9
10
11 12