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
$2.24B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,053
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$20.4M
3
+$16.3M
4
FLQM icon
Franklin US Mid Cap Multifactor Index ETF
FLQM
+$14.1M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$10.4M

Top Sells

1
+$21.3M
2
+$19M
3
+$7.29M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.81M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.36M

Sector Composition

1 Technology 9.89%
2 Healthcare 4.31%
3 Financials 3.98%
4 Consumer Discretionary 3.68%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.94M 0.09%
42,801
-634
227
$1.93M 0.09%
13,118
+162
228
$1.92M 0.09%
20,021
-361
229
$1.9M 0.08%
43,243
-839
230
$1.89M 0.08%
12,010
+815
231
$1.88M 0.08%
53,730
+22,772
232
$1.88M 0.08%
38,076
+20,842
233
$1.87M 0.08%
13,835
+1,707
234
$1.87M 0.08%
22,607
-2,797
235
$1.84M 0.08%
34,112
+2,711
236
$1.82M 0.08%
7,721
+73
237
$1.82M 0.08%
24,211
-143
238
$1.81M 0.08%
43,614
+6,653
239
$1.8M 0.08%
62,023
+5,373
240
$1.8M 0.08%
17,461
+2,603
241
$1.79M 0.08%
10,322
+255
242
$1.79M 0.08%
26,361
+512
243
$1.78M 0.08%
25,623
-1,626
244
$1.76M 0.08%
29,439
-1,645
245
$1.75M 0.08%
24,958
-30
246
$1.73M 0.08%
54,579
-1,621
247
$1.72M 0.08%
17,708
+253
248
$1.72M 0.08%
18,255
-2,066
249
$1.72M 0.08%
11,838
+2,127
250
$1.71M 0.08%
2,101
+145
8 9
10
11 12