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
$2.49B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.8M
3
+$10.9M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$10.2M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$8.42M

Top Sells

1
+$11M
2
+$7.67M
3
+$7.06M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$6.42M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.1M

Sector Composition

1 Technology 9.94%
2 Healthcare 4.59%
3 Financials 3.94%
4 Consumer Discretionary 3.51%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.29M 0.09%
16,310
+2,475
227
$2.29M 0.09%
58,892
+588
228
$2.28M 0.09%
100,895
+6,279
229
$2.24M 0.09%
114,958
+94,228
230
$2.24M 0.09%
4,436
-186
231
$2.21M 0.09%
44,494
+6,418
232
$2.19M 0.09%
9,590
-44
233
$2.19M 0.09%
80,269
-936
234
$2.18M 0.09%
3,745
-1,051
235
$2.15M 0.09%
22,020
-6,754
236
$2.14M 0.09%
51,055
-1,233
237
$2.12M 0.09%
+19,943
238
$2.1M 0.08%
46,256
-5,937
239
$2.09M 0.08%
26,751
+390
240
$2.08M 0.08%
41,889
-97,825
241
$2.07M 0.08%
23,778
+9,755
242
$2.07M 0.08%
64,857
+13,421
243
$2.06M 0.08%
35,151
+11,084
244
$2.06M 0.08%
+43,960
245
$2.06M 0.08%
+35,479
246
$2.05M 0.08%
36,785
+4,818
247
$2.05M 0.08%
12,687
+5,987
248
$2.05M 0.08%
70,630
-770
249
$2.02M 0.08%
56,418
+12,804
250
$2.02M 0.08%
26,067
+12,427
8 9
10
11 12