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
401
$1.06M 0.04%
77,782
+8,755
402
$1.06M 0.04%
+26,186
403
$1.06M 0.04%
49,850
-7,676
404
$1.06M 0.04%
22,458
-298
405
$1.06M 0.04%
14,445
+278
406
$1.06M 0.04%
128,109
+14,400
407
$1.06M 0.04%
7,689
+2,834
408
$1.05M 0.04%
+5,371
409
$1.05M 0.04%
8,214
-20
410
$1.05M 0.04%
21,501
+185
411
$1.04M 0.04%
7,675
-179
412
$1.04M 0.04%
18,279
+1
413
$1.04M 0.04%
20,580
+16,465
414
$1.04M 0.04%
5,430
-453
415
$1.04M 0.04%
2,166
-37
416
$1.04M 0.04%
3,575
-359
417
$1.03M 0.04%
5,428
-2,585
418
$1.03M 0.04%
10,275
+5,176
419
$1.03M 0.04%
1,588
+87
420
$1.02M 0.04%
59,870
+1,965
421
$1.02M 0.04%
105,830
-10,093
422
$1.02M 0.04%
10,042
+1,639
423
$1.01M 0.04%
3,893
+139
424
$1M 0.04%
3,448
+178
425
$991K 0.04%
4,388
+530
15 16
17
18 19