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
251
$1.7M 0.08%
54,482
+23,350
252
$1.7M 0.08%
78,655
+771
253
$1.69M 0.08%
12,728
-2,826
254
$1.69M 0.08%
21,717
-1,358
255
$1.68M 0.07%
32,089
-4,055
256
$1.67M 0.07%
22,667
-1,785
257
$1.66M 0.07%
31,967
+16,562
258
$1.66M 0.07%
21,883
+1,587
259
$1.65M 0.07%
21,173
-8,174
260
$1.65M 0.07%
56,706
-113,288
261
$1.64M 0.07%
32,617
+3,430
262
$1.64M 0.07%
7,037
-528
263
$1.63M 0.07%
76,156
+47,014
264
$1.63M 0.07%
51,718
+1,649
265
$1.62M 0.07%
22,013
+2,491
266
$1.62M 0.07%
132,969
-922
267
$1.62M 0.07%
8,682
-186
268
$1.62M 0.07%
32,045
-42
269
$1.61M 0.07%
11,835
-1,213
270
$1.59M 0.07%
40,623
-3,572
271
$1.58M 0.07%
51,562
-2,400
272
$1.57M 0.07%
6,008
-8
273
$1.57M 0.07%
6,044
+710
274
$1.55M 0.07%
30,182
+3,237
275
$1.54M 0.07%
+26,310
9 10
11
12 13