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
451
$918K 0.04%
15,871
-1,880
452
$916K 0.04%
4,629
-180
453
$912K 0.04%
12,598
+957
454
$910K 0.04%
13,507
+670
455
$908K 0.04%
28,580
+556
456
$907K 0.04%
30,774
-4,135
457
$905K 0.04%
17,293
+609
458
$905K 0.04%
15,168
+958
459
$904K 0.04%
4,693
+3,727
460
$901K 0.04%
21,335
-2,281
461
$899K 0.04%
12,680
+126
462
$895K 0.04%
9,841
+3,025
463
$887K 0.04%
6,784
-181
464
$884K 0.04%
2,115
+337
465
$882K 0.04%
106,431
466
$880K 0.04%
7,495
-103
467
$873K 0.04%
21,332
+3,284
468
$873K 0.04%
157,885
+21,527
469
$864K 0.03%
10,616
+741
470
$860K 0.03%
8,650
+200
471
$857K 0.03%
+5,296
472
$856K 0.03%
2,012
+623
473
$848K 0.03%
20,731
+63
474
$846K 0.03%
9,535
-1,515
475
$839K 0.03%
15,627
+5,213
17 18
19
20 21