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
401
$514K 0.04%
4,736
+1,635
402
$509K 0.04%
9,921
-15
403
$508K 0.04%
8,696
+1,335
404
$504K 0.04%
31,949
+17,999
405
$504K 0.04%
5,897
+365
406
$501K 0.04%
18,041
-4,709
407
$499K 0.04%
7,349
+109
408
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5,739
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409
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+1,290
410
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4,893
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411
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412
$492K 0.04%
11,796
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413
$491K 0.04%
58,004
+4,512
414
$491K 0.04%
6,532
-279
415
$491K 0.04%
5,336
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416
$490K 0.04%
8,024
-8,822
417
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3,110
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418
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9,392
-300
419
$487K 0.04%
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420
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3,542
+244
421
$485K 0.04%
672
+15
422
$476K 0.04%
9,033
+50
423
$473K 0.04%
21,748
-50
424
$472K 0.04%
3,547
+106
425
$470K 0.04%
8,565
+9
15 16
17
18 19