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
326
$1.49M 0.06%
29,849
+3,770
327
$1.48M 0.06%
30,049
-55
328
$1.48M 0.06%
29,565
+11,229
329
$1.46M 0.06%
22,043
-781
330
$1.46M 0.06%
31,079
+7,489
331
$1.45M 0.06%
24,293
+1,378
332
$1.45M 0.06%
64,404
+41,619
333
$1.44M 0.06%
21,839
-1,529
334
$1.43M 0.06%
25,178
+14,360
335
$1.43M 0.06%
43,508
-3,031
336
$1.43M 0.06%
28,123
+12,817
337
$1.4M 0.06%
15,508
+6,044
338
$1.38M 0.06%
50,371
+9,052
339
$1.37M 0.06%
4,581
+46
340
$1.37M 0.06%
15,566
-565
341
$1.37M 0.05%
17,961
+179
342
$1.37M 0.05%
6,631
-540
343
$1.35M 0.05%
25,742
-299
344
$1.34M 0.05%
64,653
+14,163
345
$1.34M 0.05%
4,642
-17
346
$1.34M 0.05%
28,529
-554
347
$1.33M 0.05%
4,266
+2,968
348
$1.33M 0.05%
36,160
+6,738
349
$1.32M 0.05%
60,704
+4,817
350
$1.32M 0.05%
57,189
+197
12 13
14
15 16