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
351
$1.15M 0.05%
14,167
+71
352
$1.14M 0.05%
12,915
-4,729
353
$1.14M 0.05%
14,388
-2,614
354
$1.14M 0.05%
57,526
+4,497
355
$1.13M 0.05%
13,776
-2,184
356
$1.12M 0.05%
8,431
+43
357
$1.12M 0.05%
22,756
+4,192
358
$1.12M 0.05%
13,465
-1,336
359
$1.11M 0.05%
5,855
+1
360
$1.11M 0.05%
12,488
-2,389
361
$1.11M 0.05%
20,309
+425
362
$1.1M 0.05%
32,497
-2,856
363
$1.09M 0.05%
+2
364
$1.08M 0.05%
13,837
+8
365
$1.07M 0.05%
6,175
+1,041
366
$1.07M 0.05%
126,338
-177,286
367
$1.07M 0.05%
5,638
+1,596
368
$1.07M 0.05%
32,041
+18,496
369
$1.07M 0.05%
18,542
+14,023
370
$1.06M 0.05%
4,893
-625
371
$1.06M 0.05%
13,640
-5,041
372
$1.05M 0.05%
8,096
+1,077
373
$1.05M 0.05%
5,883
-2
374
$1.05M 0.05%
22,702
-985
375
$1.04M 0.05%
9,359
-58
13 14
15
16 17