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
351
$982K 0.05%
10,751
+194
352
$976K 0.05%
21,108
+827
353
$975K 0.05%
5,854
+47
354
$971K 0.05%
2,206
+609
355
$968K 0.05%
7,635
+3,911
356
$966K 0.05%
25,906
-16,922
357
$964K 0.05%
23,687
+610
358
$953K 0.05%
5,885
-139
359
$941K 0.05%
8,388
+59
360
$940K 0.05%
8,151
+1,650
361
$938K 0.05%
53,029
+39,747
362
$937K 0.05%
13,829
-528
363
$931K 0.05%
41,998
-4,913
364
$924K 0.05%
13,645
+597
365
$917K 0.05%
48,799
-1,825
366
$909K 0.05%
17,166
+1,439
367
$908K 0.05%
48,457
-1,811
368
$908K 0.05%
5,518
+614
369
$907K 0.05%
49,268
+2,978
370
$903K 0.05%
22,055
+2,297
371
$900K 0.05%
19,801
+6,450
372
$899K 0.05%
14,525
+1,216
373
$893K 0.05%
31,132
+1,503
374
$893K 0.05%
9,417
-245
375
$890K 0.05%
10,257
+643
13 14
15
16 17