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
$1.2B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.26M
3
+$3.88M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.96M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$2.94M

Top Sells

1
+$12.5M
2
+$6.79M
3
+$3.63M
4
IMMU
Immunomedics Inc
IMMU
+$2.85M
5
ABBV icon
AbbVie
ABBV
+$2.83M

Sector Composition

1 Technology 9.4%
2 Healthcare 8.8%
3 Consumer Discretionary 5.26%
4 Financials 4.3%
5 Communication Services 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$662K 0.06%
13,230
-828
327
$660K 0.05%
83,660
+8,203
328
$660K 0.05%
10,961
+2,164
329
$653K 0.05%
2,877
+177
330
$651K 0.05%
8,656
+962
331
$650K 0.05%
6,248
+46
332
$646K 0.05%
10,140
+450
333
$637K 0.05%
21,884
-264
334
$636K 0.05%
2,721
-9
335
$636K 0.05%
30,670
+2,725
336
$635K 0.05%
7,709
+483
337
$633K 0.05%
41,736
+17,394
338
$631K 0.05%
1,665
+116
339
$631K 0.05%
5,349
+23
340
$629K 0.05%
7,343
-9,639
341
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19,996
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342
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22,961
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343
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12,453
-2,162
344
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10,341
+3,884
345
$623K 0.05%
12,646
-1,757
346
$621K 0.05%
18,489
+7,681
347
$609K 0.05%
25,844
-971
348
$607K 0.05%
5,314
-122
349
$607K 0.05%
14,706
-851
350
$601K 0.05%
6,970
+483
12 13
14
15 16