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
376
$549K 0.05%
5,315
+198
377
$549K 0.05%
36,186
+1,812
378
$547K 0.05%
13,598
-200
379
$543K 0.05%
1,559
+246
380
$541K 0.05%
8,606
-676
381
$541K 0.05%
3,183
-1
382
$540K 0.04%
16,317
+4,447
383
$538K 0.04%
9,144
+1,433
384
$538K 0.04%
2,637
385
$535K 0.04%
5,715
386
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3,410
+95
387
$532K 0.04%
2,607
+287
388
$531K 0.04%
7,535
+15
389
$529K 0.04%
10,795
+4,815
390
$526K 0.04%
13,701
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391
$526K 0.04%
5,540
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392
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+5,618
393
$523K 0.04%
7,562
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394
$522K 0.04%
8,669
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395
$521K 0.04%
26,950
-1,000
396
$521K 0.04%
11,330
-1,560
397
$519K 0.04%
5,493
+724
398
$518K 0.04%
18,150
-5,990
399
$518K 0.04%
23,650
-59
400
$517K 0.04%
5,654
-950
14 15
16
17 18