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
276
$1.36M 0.07%
12,128
+83
277
$1.35M 0.07%
17,302
-401
278
$1.34M 0.07%
29,160
+2,238
279
$1.33M 0.07%
17,644
-2,124
280
$1.33M 0.07%
43,381
+74
281
$1.33M 0.07%
244,886
-5,083
282
$1.33M 0.07%
14,858
-123
283
$1.32M 0.07%
32,485
-1,208
284
$1.31M 0.07%
26,119
-638
285
$1.31M 0.07%
12,363
+2,155
286
$1.31M 0.07%
16,128
+3,620
287
$1.3M 0.07%
5,703
+623
288
$1.3M 0.07%
38,772
+382
289
$1.3M 0.07%
9,711
+478
290
$1.3M 0.07%
6,625
+67
291
$1.28M 0.06%
57,470
+34,980
292
$1.27M 0.06%
17,089
-205
293
$1.27M 0.06%
22,507
+13
294
$1.26M 0.06%
1,956
+280
295
$1.26M 0.06%
23,075
-160
296
$1.26M 0.06%
4,097
+714
297
$1.26M 0.06%
13,567
-34
298
$1.25M 0.06%
25,043
-375
299
$1.25M 0.06%
15,960
+3,266
300
$1.25M 0.06%
6,371
-288
10 11
12
13 14