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
401
$949K 0.04%
50,490
+1,080
402
$949K 0.04%
29,422
+19,497
403
$949K 0.04%
45,742
-32,964
404
$947K 0.04%
18,278
+62
405
$946K 0.04%
6,525
+296
406
$939K 0.04%
7,974
-329
407
$938K 0.04%
1,501
+87
408
$928K 0.04%
+23,616
409
$924K 0.04%
15,427
-2
410
$923K 0.04%
15,278
-338
411
$921K 0.04%
2,801
+5
412
$916K 0.04%
+18,336
413
$914K 0.04%
113,125
+24,463
414
$912K 0.04%
6,913
-6
415
$909K 0.04%
+19,157
416
$902K 0.04%
11,641
+1,384
417
$902K 0.04%
7,571
-580
418
$901K 0.04%
5,323
+1,206
419
$896K 0.04%
69,027
-290
420
$891K 0.04%
3,746
+67
421
$891K 0.04%
2,926
+651
422
$885K 0.04%
13,142
-503
423
$874K 0.04%
113,709
+700
424
$872K 0.04%
6,965
-2,515
425
$864K 0.04%
11,966
+1,572
15 16
17
18 19