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
251
$1.51M 0.08%
28,195
+6,866
252
$1.51M 0.08%
7,648
-245
253
$1.5M 0.08%
19,522
+1,775
254
$1.48M 0.08%
44,195
-5,215
255
$1.48M 0.08%
31,084
-2,980
256
$1.48M 0.07%
35,145
-1,385
257
$1.48M 0.07%
42,161
+5
258
$1.47M 0.07%
29,187
+8,454
259
$1.45M 0.07%
15,041
+245
260
$1.44M 0.07%
9,523
+317
261
$1.44M 0.07%
29,605
-22
262
$1.43M 0.07%
17,764
-762
263
$1.42M 0.07%
6,645
+383
264
$1.42M 0.07%
15,531
+3,785
265
$1.42M 0.07%
32,087
-658
266
$1.42M 0.07%
14,816
+2,210
267
$1.42M 0.07%
8,868
-133
268
$1.41M 0.07%
20,173
-1,051
269
$1.41M 0.07%
62,908
-4,031
270
$1.4M 0.07%
18,681
+3,880
271
$1.4M 0.07%
20,296
-1,029
272
$1.39M 0.07%
50,765
+5,924
273
$1.39M 0.07%
6,016
-84
274
$1.38M 0.07%
29,303
+4,251
275
$1.37M 0.07%
+36,961
9 10
11
12 13