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
326
$1.11M 0.06%
26,480
+6,055
327
$1.11M 0.06%
14,419
-115
328
$1.11M 0.06%
4,528
329
$1.1M 0.06%
10,198
-313
330
$1.09M 0.06%
21,887
-433
331
$1.09M 0.06%
+30,958
332
$1.09M 0.06%
5,587
+309
333
$1.07M 0.05%
99,535
+360
334
$1.07M 0.05%
14,801
+1,512
335
$1.06M 0.05%
27,963
+13,137
336
$1.06M 0.05%
14,096
-58
337
$1.05M 0.05%
+21,314
338
$1.05M 0.05%
27,270
+745
339
$1.04M 0.05%
20,104
-481
340
$1.04M 0.05%
9,480
-425
341
$1.04M 0.05%
5,914
+1,441
342
$1.03M 0.05%
17,128
-2,568
343
$1.03M 0.05%
16,659
-899
344
$1.02M 0.05%
41,130
+498
345
$1.01M 0.05%
7,274
+369
346
$1.01M 0.05%
14,796
-67
347
$1M 0.05%
8,867
+1,807
348
$997K 0.05%
17,051
-1,122
349
$995K 0.05%
7,019
-794
350
$982K 0.05%
22,690
+1,233
12 13
14
15 16