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
426
$745K 0.04%
36,056
+2,995
427
$744K 0.04%
9,506
+811
428
$739K 0.04%
22,044
-1,311
429
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-2,261
430
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5,623
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431
$735K 0.04%
44,772
+19,690
432
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-71
433
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20,958
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434
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14,340
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435
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3,679
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436
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18,065
+7,412
437
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7,663
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438
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17,394
-19,226
439
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3,233
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440
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37,363
+19,313
444
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7,124
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445
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446
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12,837
+6,522
447
$708K 0.04%
8,676
+257
448
$703K 0.04%
48,112
+5,683
449
$701K 0.04%
20,599
+90
450
$700K 0.04%
4,785
16 17
18
19 20