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
$2.24B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,053
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$20.4M
3
+$16.3M
4
FLQM icon
Franklin US Mid Cap Multifactor Index ETF
FLQM
+$14.1M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$10.4M

Top Sells

1
+$21.3M
2
+$19M
3
+$7.29M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.81M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.36M

Sector Composition

1 Technology 9.89%
2 Healthcare 4.31%
3 Financials 3.98%
4 Consumer Discretionary 3.68%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.7M 0.61%
57,576
-12,412
27
$13.6M 0.61%
263,807
+19,436
28
$13.2M 0.59%
132,559
-1,238
29
$12.9M 0.58%
508,788
-13,887
30
$12.8M 0.57%
35,829
+730
31
$12.6M 0.56%
92,078
-19,872
32
$12.3M 0.55%
311,896
+122,998
33
$12M 0.53%
85,106
+2,977
34
$11.7M 0.52%
83,430
+779
35
$11.2M 0.5%
62,830
+2,363
36
$10.9M 0.49%
30,898
-398
37
$9.83M 0.44%
51,437
+128
38
$9.78M 0.44%
22,396
-1,019
39
$9.74M 0.43%
61,706
+5,357
40
$9.66M 0.43%
238,146
-11,439
41
$9.52M 0.42%
55,980
-3,072
42
$9.49M 0.42%
129,270
-3,799
43
$9.4M 0.42%
37,838
+1,583
44
$8.88M 0.4%
153,464
+851
45
$8.82M 0.39%
56,907
+4,315
46
$8.81M 0.39%
60,130
+721
47
$8.81M 0.39%
96,386
+34,379
48
$8.72M 0.39%
420,212
+12,384
49
$8.5M 0.38%
264,266
-32,537
50
$8.43M 0.38%
32,378
+7,486
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