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
326
$1.27M 0.06%
+22,915
327
$1.26M 0.06%
14,739
-57
328
$1.25M 0.06%
14,419
329
$1.24M 0.06%
4,535
+7
330
$1.24M 0.06%
17,782
+654
331
$1.23M 0.06%
5,620
+33
332
$1.22M 0.05%
4,659
-499
333
$1.22M 0.05%
21,252
-635
334
$1.22M 0.05%
11,562
-801
335
$1.22M 0.05%
23,931
-6,645
336
$1.21M 0.05%
26,611
+8,546
337
$1.19M 0.05%
20,616
+14,658
338
$1.19M 0.05%
20,117
+13
339
$1.18M 0.05%
6,790
+431
340
$1.18M 0.05%
5,088
-374
341
$1.18M 0.05%
21,884
-1,490
342
$1.17M 0.05%
14,023
+2,415
343
$1.17M 0.05%
41,319
+12,960
344
$1.17M 0.05%
115,923
+16,388
345
$1.17M 0.05%
24,796
-98,493
346
$1.17M 0.05%
205,489
-39,397
347
$1.16M 0.05%
7,171
-103
348
$1.16M 0.05%
12,875
+7,118
349
$1.15M 0.05%
9,832
-366
350
$1.15M 0.05%
68,650
+1,322
12 13
14
15 16