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
26
$14.9M 0.6%
57,516
-60
27
$14.7M 0.59%
89,680
+66,147
28
$14.7M 0.59%
134,764
-2,591
29
$14.1M 0.56%
263,679
-33,247
30
$13.6M 0.55%
92,162
+84
31
$13.5M 0.54%
501,045
-7,743
32
$13.3M 0.53%
87,324
+2,218
33
$12.8M 0.51%
69,594
+6,764
34
$12.7M 0.51%
84,329
+899
35
$12.4M 0.5%
113,420
+60,990
36
$12.3M 0.49%
29,208
-6,621
37
$11.7M 0.47%
208,676
-55,131
38
$11.2M 0.45%
85,591
-48,912
39
$11M 0.44%
22,927
+531
40
$11M 0.44%
53,552
+2,115
41
$10.8M 0.43%
53,679
-2,301
42
$10.6M 0.42%
58,189
+1,282
43
$10.3M 0.41%
126,615
+26,735
44
$10.1M 0.4%
252,589
+91,750
45
$9.99M 0.4%
131,480
+2,210
46
$9.84M 0.39%
169,376
+45,050
47
$9.8M 0.39%
29,075
+1,273
48
$9.52M 0.38%
75,550
+4,601
49
$9.51M 0.38%
225,101
-13,045
50
$9.49M 0.38%
409,440
-10,772
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