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
251
$2M 0.08%
23,662
-549
252
$1.99M 0.08%
23,991
+1,978
253
$1.97M 0.08%
14,951
+631
254
$1.94M 0.08%
7,628
-93
255
$1.94M 0.08%
39,352
+7,397
256
$1.92M 0.08%
9,532
-736
257
$1.92M 0.08%
58,435
+3,953
258
$1.9M 0.08%
39,088
+12,477
259
$1.9M 0.08%
831,910
+819,182
260
$1.89M 0.08%
12,123
+285
261
$1.89M 0.08%
21,783
+610
262
$1.87M 0.07%
66,916
+10,210
263
$1.85M 0.07%
13,219
+32
264
$1.85M 0.07%
36,839
+4,509
265
$1.85M 0.07%
17,983
+522
266
$1.85M 0.07%
57,653
-209
267
$1.85M 0.07%
2,560
-55
268
$1.85M 0.07%
11,189
-646
269
$1.84M 0.07%
30,929
-2,536
270
$1.84M 0.07%
41,796
+1,173
271
$1.83M 0.07%
6,918
+128
272
$1.82M 0.07%
12,260
+250
273
$1.82M 0.07%
6,337
+293
274
$1.81M 0.07%
23,568
-1,201
275
$1.81M 0.07%
25,234
+276
9 10
11
12 13