IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
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 3.98%
4 Consumer Discretionary 3.75%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.6M 0.64%
133,797
+13,469
27
$12.3M 0.63%
522,675
+62,220
28
$12.3M 0.62%
35,099
+2,268
29
$11.6M 0.59%
114,151
+14,040
30
$11.2M 0.57%
244,371
+19,145
31
$10.8M 0.55%
82,129
+731
32
$10.8M 0.55%
82,651
-906
33
$9.73M 0.49%
60,467
+30,336
34
$9.4M 0.48%
31,296
-62
35
$9.33M 0.47%
249,585
-3,457
36
$9.2M 0.47%
23,415
+2,033
37
$9.07M 0.46%
36,255
+12
38
$8.8M 0.45%
51,309
+2,494
39
$8.67M 0.44%
59,409
+1,315
40
$8.63M 0.44%
133,069
+117,659
41
$8.56M 0.43%
59,052
+3,079
42
$8.37M 0.42%
296,803
+244,306
43
$8.33M 0.42%
92,160
-8,553
44
$7.98M 0.4%
56,349
+6,834
45
$7.86M 0.4%
152,613
+96,563
46
$7.84M 0.4%
52,592
+2,129
47
$7.78M 0.39%
145,908
+3,225
48
$7.59M 0.38%
64,571
+2,434
49
$7.41M 0.38%
407,828
+87,500
50
$7.37M 0.37%
94,517
+3,848
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