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
351
$1.31M 0.05%
5,566
-54
352
$1.31M 0.05%
9,944
+4,356
353
$1.3M 0.05%
23,924
+12,053
354
$1.29M 0.05%
21,018
+901
355
$1.29M 0.05%
12,786
-2,855
356
$1.28M 0.05%
5,110
+22
357
$1.27M 0.05%
13,502
-163
358
$1.27M 0.05%
2
359
$1.26M 0.05%
4,272
-1,544
360
$1.25M 0.05%
26,200
+8,520
361
$1.24M 0.05%
5,777
-373
362
$1.24M 0.05%
13,838
+1
363
$1.23M 0.05%
13,527
-861
364
$1.23M 0.05%
34,522
+2,025
365
$1.22M 0.05%
14,069
-350
366
$1.22M 0.05%
205,613
+124
367
$1.22M 0.05%
7,120
-976
368
$1.21M 0.05%
26,011
+1,215
369
$1.21M 0.05%
20,846
+1,397
370
$1.21M 0.05%
20,000
-616
371
$1.2M 0.05%
51,749
-4,925
372
$1.18M 0.05%
21,009
+1,701
373
$1.18M 0.05%
12,509
-1,368
374
$1.18M 0.05%
14,677
+2,876
375
$1.17M 0.05%
33,273
+1,232
13 14
15
16 17