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
$1.2B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.26M
3
+$3.88M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.96M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$2.94M

Top Sells

1
+$12.5M
2
+$6.79M
3
+$3.63M
4
IMMU
Immunomedics Inc
IMMU
+$2.85M
5
ABBV icon
AbbVie
ABBV
+$2.83M

Sector Composition

1 Technology 9.4%
2 Healthcare 8.8%
3 Consumer Discretionary 5.26%
4 Financials 4.3%
5 Communication Services 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$815K 0.07%
42,784
-42
277
$811K 0.07%
14,028
+36
278
$810K 0.07%
16,897
+1,164
279
$807K 0.07%
48,741
+27,578
280
$805K 0.07%
205,899
+44,955
281
$801K 0.07%
9,961
+618
282
$798K 0.07%
4,386
+205
283
$797K 0.07%
+15,939
284
$797K 0.07%
12,321
+3,128
285
$794K 0.07%
5,974
+164
286
$791K 0.07%
12,200
+409
287
$790K 0.07%
14,531
-494
288
$785K 0.07%
2,918
+146
289
$776K 0.06%
10,852
+419
290
$774K 0.06%
6,800
+2,944
291
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14,851
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292
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47,790
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293
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14,204
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294
$769K 0.06%
20,360
-193
295
$765K 0.06%
3,790
+615
296
$764K 0.06%
5,230
+519
297
$761K 0.06%
41,108
+5,600
298
$758K 0.06%
7,821
-425
299
$757K 0.06%
4,455
-13
300
$751K 0.06%
6,483
+1,376
10 11
12
13 14