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
426
$991K 0.04%
1,021
-11
427
$989K 0.04%
5,294
-29
428
$989K 0.04%
15,640
+7,590
429
$985K 0.04%
21,753
-2,178
430
$982K 0.04%
+8,473
431
$980K 0.04%
9,207
+523
432
$977K 0.04%
8,213
-1,146
433
$976K 0.04%
+15,142
434
$976K 0.04%
9,122
+3,407
435
$971K 0.04%
29,715
-234,551
436
$966K 0.04%
52,330
+6,446
437
$957K 0.04%
34,629
+519
438
$950K 0.04%
14,015
+873
439
$949K 0.04%
19,123
-34
440
$949K 0.04%
29,452
+3,100
441
$942K 0.04%
18,018
+7,389
442
$936K 0.04%
15,703
+276
443
$934K 0.04%
78,660
+57,937
444
$934K 0.04%
112,625
-500
445
$933K 0.04%
+3,514
446
$929K 0.04%
23,375
-244
447
$929K 0.04%
47,037
+7,458
448
$924K 0.04%
2,907
-19
449
$922K 0.04%
48,001
-2,414
450
$921K 0.04%
47,723
-2,356
16 17
18
19 20