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
276
$1.54M 0.07%
4,940
+308
277
$1.54M 0.07%
44,324
+943
278
$1.53M 0.07%
195,649
-11,410
279
$1.53M 0.07%
24,769
-4,391
280
$1.52M 0.07%
32,357
-128
281
$1.52M 0.07%
10,268
+745
282
$1.52M 0.07%
6,300
-345
283
$1.5M 0.07%
51,436
-12,189
284
$1.5M 0.07%
31,955
+22,125
285
$1.5M 0.07%
2,615
-1,166
286
$1.49M 0.07%
37,162
+9,199
287
$1.48M 0.07%
13,665
-1,151
288
$1.48M 0.07%
15,217
+176
289
$1.48M 0.07%
8,268
+382
290
$1.47M 0.07%
17,262
-40
291
$1.47M 0.07%
6,729
+104
292
$1.46M 0.07%
32,330
+1,246
293
$1.46M 0.07%
23,368
-4,028
294
$1.46M 0.07%
55,887
-1,583
295
$1.46M 0.07%
+46,539
296
$1.46M 0.06%
6,475
+104
297
$1.45M 0.06%
2,843
-150
298
$1.44M 0.06%
24,565
-1,554
299
$1.41M 0.06%
24,024
+5,244
300
$1.41M 0.06%
5,850
+218
10 11
12
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