IWM
IHT Wealth Management Portfolio holdings
AUM
$3.64B
1-Year Return
15.77%
This Quarter Return
+15.43%
1 Year Return
+15.77%
3 Year Return
+63.37%
5 Year Return
+110.54%
10 Year Return
–
AUM
$1.2B
AUM Growth
+$207M
(+21%)
Cap. Flow
+$62.2M
Cap. Flow
% of AUM
5.17%
Top 10 Holdings %
Top 10 Hldgs %
24.45%
Holding
782
New
121
Increased
365
Reduced
222
Closed
39
Top Buys
| 1 |
Materials Select Sector SPDR Fund
XLB
|
+$11.4M |
| 2 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$8.26M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$3.88M |
| 4 |
First Trust Capital Strength ETF
FTCS
|
+$2.96M |
| 5 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$2.94M |
Top Sells
| 1 |
Novavax
NVAX
|
+$12.5M |
| 2 |
iShares Exponential Technologies ETF
XT
|
+$6.79M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$3.63M |
| 4 |
IMMU
Immunomedics Inc
IMMU
|
+$2.85M |
| 5 |
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% |
