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
276
$1.81M 0.07%
2,170
+69
277
$1.8M 0.07%
8,461
+193
278
$1.8M 0.07%
30,376
+8,572
279
$1.79M 0.07%
25,243
-380
280
$1.79M 0.07%
34,047
+29,454
281
$1.79M 0.07%
61,207
+8,901
282
$1.78M 0.07%
83,008
+4,353
283
$1.78M 0.07%
19,445
-576
284
$1.77M 0.07%
61,148
-875
285
$1.76M 0.07%
18,159
+451
286
$1.75M 0.07%
5,033
+93
287
$1.75M 0.07%
8,520
-162
288
$1.74M 0.07%
53,534
-1,045
289
$1.74M 0.07%
23,936
-88
290
$1.73M 0.07%
130,251
-2,718
291
$1.72M 0.07%
28,457
-982
292
$1.71M 0.07%
76,307
+151
293
$1.71M 0.07%
39,405
-3,838
294
$1.71M 0.07%
9,235
+4,549
295
$1.7M 0.07%
4,357
+1,514
296
$1.69M 0.07%
6,495
+195
297
$1.69M 0.07%
6,774
-263
298
$1.69M 0.07%
14,893
-324
299
$1.68M 0.07%
30,874
-1,215
300
$1.67M 0.07%
29,038
-3,007
10 11
12
13 14