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
$1.97B
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$7.63M
3
+$6.89M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$6.28M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$6.05M

Top Sells

1
+$6.93M
2
+$5.99M
3
+$4.89M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$4.71M
5
FLGV icon
Franklin US Treasury Bond ETF
FLGV
+$4.26M

Sector Composition

1 Technology 9.73%
2 Healthcare 4.56%
3 Financials 3.99%
4 Consumer Discretionary 3.75%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$816K 0.04%
6,229
-4,406
402
$814K 0.04%
107,631
+56,100
403
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5,986
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405
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15,429
-53
406
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5,134
-1,404
407
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5,333
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408
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15,508
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409
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10,394
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410
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27,610
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411
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412
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12,102
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413
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34,147
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414
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6,243
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415
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418
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3,002
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419
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420
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29,743
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421
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33,946
-2,512
422
$751K 0.04%
6,795
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423
$750K 0.04%
28,135
+754
424
$750K 0.04%
12,945
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425
$749K 0.04%
15,030
-20,446
15 16
17
18 19