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
301
$1.41M 0.06%
8,013
-25,924
302
$1.4M 0.06%
3,976
-121
303
$1.39M 0.06%
5,816
+113
304
$1.39M 0.06%
13,331
+2,580
305
$1.39M 0.06%
34,359
-786
306
$1.38M 0.06%
52,306
+1,541
307
$1.38M 0.06%
3,353
+244
308
$1.37M 0.06%
26,041
+998
309
$1.36M 0.06%
22,824
-267
310
$1.34M 0.06%
13,187
-700
311
$1.34M 0.06%
21,804
+8,967
312
$1.34M 0.06%
13,877
-1,654
313
$1.34M 0.06%
56,674
-6,234
314
$1.33M 0.06%
6,700
-960
315
$1.33M 0.06%
30,104
+11,852
316
$1.32M 0.06%
29,083
+1,813
317
$1.3M 0.06%
26,079
+20,253
318
$1.3M 0.06%
24,067
-5,538
319
$1.3M 0.06%
11,349
+4,568
320
$1.3M 0.06%
15,641
-1,018
321
$1.3M 0.06%
6,150
+521
322
$1.29M 0.06%
28,831
+7,723
323
$1.29M 0.06%
78,905
-3,500
324
$1.28M 0.06%
13,581
+14
325
$1.28M 0.06%
16,131
-958
11 12
13
14 15