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
376
$1.04M 0.05%
19,308
-493
377
$1.03M 0.05%
2,203
-3
378
$1.03M 0.05%
16,788
-263
379
$1.02M 0.05%
53,871
+3,537
380
$1.02M 0.05%
+15,925
381
$1.02M 0.05%
57,905
+8,637
382
$1.02M 0.05%
3,270
+2,399
383
$1.01M 0.05%
2,064
+170
384
$1.01M 0.05%
5,393
+60
385
$1.01M 0.05%
11,050
+1,544
386
$1.01M 0.04%
34,909
+6,774
387
$1M 0.04%
9,345
+968
388
$1M 0.04%
23,590
-2,316
389
$995K 0.04%
3,934
+595
390
$991K 0.04%
62,183
+4,267
391
$979K 0.04%
56,992
+38,288
392
$977K 0.04%
17,751
+6,267
393
$977K 0.04%
27,364
-6,527
394
$974K 0.04%
50,079
+1,622
395
$974K 0.04%
21,316
-739
396
$973K 0.04%
50,415
+1,616
397
$962K 0.04%
23,619
+929
398
$960K 0.04%
8,234
-225
399
$957K 0.04%
19,449
-2,121
400
$955K 0.04%
4,809
-1,105
14 15
16
17 18