IWM
IHT Wealth Management Portfolio holdings
AUM
$3.64B
1-Year Return
15.77%
This Quarter Return
-4.96%
1 Year Return
+15.77%
3 Year Return
+63.37%
5 Year Return
+110.54%
10 Year Return
–
AUM
$1.32B
AUM Growth
+$181M
(+16%)
Cap. Flow
+$245M
Cap. Flow
% of AUM
18.59%
Top 10 Holdings %
Top 10 Hldgs %
21.28%
Holding
912
New
173
Increased
545
Reduced
115
Closed
43
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
+$23.8M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$12.7M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$6.99M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$5.76M |
| 5 |
Apple
AAPL
|
+$5.45M |
Top Sells
| 1 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$19.1M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$19M |
| 3 |
SPDR Russell 1000 Yield Focus ETF
ONEY
|
+$18.2M |
| 4 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
+$3.67M |
| 5 |
WisdomTree US MidCap Dividend Fund
DON
|
+$3.37M |
Sector Composition
| 1 | Technology | 9.49% |
| 2 | Consumer Discretionary | 4.7% |
| 3 | Financials | 4.23% |
| 4 | Healthcare | 4.11% |
| 5 | Industrials | 3.28% |
