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
301
$1.66M 0.07%
14,105
-634
302
$1.64M 0.07%
55,057
-13,460
303
$1.64M 0.07%
44,122
-202
304
$1.63M 0.07%
12,966
+1,617
305
$1.63M 0.07%
62,744
+38,741
306
$1.62M 0.07%
31,185
-1,172
307
$1.62M 0.06%
9,490
+1,330
308
$1.6M 0.06%
29,578
+8,326
309
$1.6M 0.06%
191,467
-4,182
310
$1.6M 0.06%
17,046
-216
311
$1.59M 0.06%
12,680
+1,118
312
$1.59M 0.06%
18,525
-4,082
313
$1.59M 0.06%
36,338
+1,979
314
$1.58M 0.06%
18,142
+4,366
315
$1.58M 0.06%
4,920
+3,115
316
$1.56M 0.06%
31,888
+3,057
317
$1.56M 0.06%
6,717
+242
318
$1.55M 0.06%
18,632
+5,167
319
$1.54M 0.06%
3,311
-42
320
$1.54M 0.06%
6,410
-319
321
$1.52M 0.06%
+10,882
322
$1.52M 0.06%
+17,533
323
$1.5M 0.06%
16,485
-16,431
324
$1.5M 0.06%
25,961
+1,396
325
$1.49M 0.06%
83,371
+4,466
11 12
13
14 15