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
26
$7.09M 0.59%
161,191
+1,878
27
$7.07M 0.59%
130,946
+38,157
28
$6.96M 0.58%
79,500
+1,640
29
$6.77M 0.56%
77,300
+3,040
30
$6.54M 0.54%
142,285
-1,765
31
$6.47M 0.54%
18,825
+11,295
32
$6.37M 0.53%
27,075
+4,113
33
$6.33M 0.53%
24,988
-50
34
$6.29M 0.52%
34,723
-783
35
$5.82M 0.48%
26,599
+3,240
36
$5.7M 0.47%
50,202
+3,726
37
$5.67M 0.47%
91,131
-3,375
38
$5.65M 0.47%
58,435
-1,522
39
$5.39M 0.45%
27,484
+1,741
40
$5.38M 0.45%
113,985
-1,939
41
$5.29M 0.44%
24,722
+2,151
42
$5.29M 0.44%
38,284
-90
43
$5.28M 0.44%
404,560
-11,320
44
$5.19M 0.43%
145,083
+11,417
45
$5.16M 0.43%
56,118
-1,843
46
$4.84M 0.4%
17,730
-32
47
$4.75M 0.4%
462,383
+21
48
$4.73M 0.39%
9,462
+1
49
$4.58M 0.38%
36,053
+5,214
50
$4.48M 0.37%
21,052
+1,004
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