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
426
$469K 0.04%
4,140
+880
427
$468K 0.04%
+6,135
428
$467K 0.04%
13,895
-700
429
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7,642
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430
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2,006
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431
$462K 0.04%
4,802
-902
432
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7,680
-1,839
433
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74,507
+14,954
434
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7,432
-192
435
$458K 0.04%
51,712
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436
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437
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3,794
-3,970
438
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13,930
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439
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2,077
+160
440
$449K 0.04%
10,128
+2,738
441
$449K 0.04%
78,066
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442
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3,368
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3,368
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444
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21,061
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445
$445K 0.04%
14,755
-2,248
446
$442K 0.04%
19,838
+10
447
$441K 0.04%
4,740
+3
448
$440K 0.04%
4,290
-174
449
$440K 0.04%
31,650
-200
450
$439K 0.04%
29,289
+1,374
16 17
18
19 20