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
451
$699K 0.04%
8,170
-171
452
$697K 0.04%
4,042
+29
453
$695K 0.04%
11,587
+2,820
454
$693K 0.04%
7,970
+1,034
455
$689K 0.03%
6,602
-189
456
$687K 0.03%
14,854
-827
457
$687K 0.03%
12,685
-61
458
$684K 0.03%
6,781
+114
459
$680K 0.03%
72,157
+41,600
460
$680K 0.03%
136,331
+78,626
461
$680K 0.03%
17,330
-3,179
462
$679K 0.03%
15,801
+1,287
463
$678K 0.03%
28,359
+405
464
$674K 0.03%
5,629
-147
465
$672K 0.03%
26,471
+291
466
$672K 0.03%
88,662
+1,920
467
$672K 0.03%
43,666
+6,467
468
$666K 0.03%
8,271
+1,183
469
$660K 0.03%
2,330
+444
470
$654K 0.03%
10,634
+231
471
$653K 0.03%
14,376
+69
472
$651K 0.03%
9,600
+1,318
473
$642K 0.03%
8,536
+723
474
$635K 0.03%
16,392
-48,394
475
$634K 0.03%
19,658
+8,535
17 18
19
20 21