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
301
$1.23M 0.06%
17,002
+4
302
$1.23M 0.06%
82,405
+39,410
303
$1.23M 0.06%
14,877
+2,866
304
$1.23M 0.06%
16,331
+215
305
$1.23M 0.06%
13,887
-1
306
$1.21M 0.06%
5,158
-258
307
$1.21M 0.06%
38,268
-5,624
308
$1.21M 0.06%
5,334
+229
309
$1.2M 0.06%
7,886
+442
310
$1.2M 0.06%
5,632
+119
311
$1.2M 0.06%
5,462
-224
312
$1.19M 0.06%
23,091
-225
313
$1.19M 0.06%
21,493
-534
314
$1.18M 0.06%
4,632
+19
315
$1.18M 0.06%
23,374
-55
316
$1.17M 0.06%
12,511
+479
317
$1.17M 0.06%
7,660
+645
318
$1.16M 0.06%
+13,764
319
$1.16M 0.06%
3,109
+336
320
$1.15M 0.06%
2,993
-3
321
$1.15M 0.06%
67,328
+29,257
322
$1.14M 0.06%
19,884
+96
323
$1.13M 0.06%
5,629
+72
324
$1.12M 0.06%
33,891
-290
325
$1.12M 0.06%
35,353
+2,792
11 12
13
14 15