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
376
$1.14M 0.05%
17,568
+5,615
377
$1.14M 0.05%
5,777
+884
378
$1.14M 0.05%
16,858
+10,156
379
$1.14M 0.05%
11,918
+2,061
380
$1.14M 0.05%
6,728
+3,676
381
$1.14M 0.05%
24,940
+2,238
382
$1.13M 0.05%
66,961
-1,689
383
$1.12M 0.04%
54,187
-90,898
384
$1.11M 0.04%
9,028
-804
385
$1.11M 0.04%
53,579
-292
386
$1.11M 0.04%
8,500
+69
387
$1.11M 0.04%
2,116
+52
388
$1.11M 0.04%
17,341
+2,063
389
$1.1M 0.04%
18,640
+98
390
$1.1M 0.04%
10,640
+4,654
391
$1.1M 0.04%
5,566
-609
392
$1.1M 0.04%
5,379
-259
393
$1.09M 0.04%
8,907
+1,336
394
$1.09M 0.04%
120,538
-5,800
395
$1.08M 0.04%
4,750
-643
396
$1.08M 0.04%
6,930
+405
397
$1.08M 0.04%
12,456
-459
398
$1.07M 0.04%
61,878
-305
399
$1.07M 0.04%
14,692
-7,975
400
$1.07M 0.04%
11,886
-602
14 15
16
17 18