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
451
$438K 0.04%
+4,874
452
$437K 0.04%
2,745
+333
453
$437K 0.04%
43,945
+31,316
454
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3,604
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455
$434K 0.04%
3,943
+1,305
456
$434K 0.04%
+22,496
457
$431K 0.04%
3,194
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458
$430K 0.04%
10,463
+124
459
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460
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+8,550
461
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4,751
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462
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463
$420K 0.03%
6,154
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464
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+10,141
465
$416K 0.03%
6,234
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466
$415K 0.03%
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467
$414K 0.03%
6,984
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468
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469
$413K 0.03%
15,515
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470
$412K 0.03%
2,249
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471
$411K 0.03%
5,286
-240
472
$409K 0.03%
5,388
-50
473
$408K 0.03%
3,596
+478
474
$408K 0.03%
3,832
+700
475
$407K 0.03%
1,882
-728
17 18
19
20 21