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
351
$599K 0.05%
16,066
+4,098
352
$599K 0.05%
2,754
+1,129
353
$596K 0.05%
14,723
+7,030
354
$596K 0.05%
9,604
-1,527
355
$595K 0.05%
11,886
+1,020
356
$593K 0.05%
6,500
+2,061
357
$590K 0.05%
8,068
+635
358
$584K 0.05%
14,148
+3,998
359
$580K 0.05%
6,272
+412
360
$577K 0.05%
1,807
-184
361
$576K 0.05%
+8,210
362
$572K 0.05%
34,869
-5,234
363
$571K 0.05%
+3,903
364
$568K 0.05%
+7,396
365
$567K 0.05%
2,586
+163
366
$566K 0.05%
4,780
-416
367
$564K 0.05%
12,442
-1,370
368
$563K 0.05%
+9,920
369
$562K 0.05%
7,000
+2,803
370
$559K 0.05%
27,224
+1,396
371
$559K 0.05%
+2,794
372
$558K 0.05%
1,832
-39
373
$552K 0.05%
4,164
-770
374
$551K 0.05%
9,462
-680
375
$551K 0.05%
3,605
+570
13 14
15
16 17