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
476
$406K 0.03%
4,335
-39
477
$406K 0.03%
6,961
+366
478
$405K 0.03%
+20,081
479
$404K 0.03%
20,805
-10,033
480
$401K 0.03%
7,064
+116
481
$399K 0.03%
8,899
+1,634
482
$399K 0.03%
9,505
+2,810
483
$396K 0.03%
2,616
-222
484
$394K 0.03%
8,018
-100
485
$393K 0.03%
5,890
+1,152
486
$392K 0.03%
19,808
+113
487
$390K 0.03%
5,928
+1,592
488
$389K 0.03%
+9,342
489
$389K 0.03%
11,660
-1,263
490
$386K 0.03%
12,817
+1,562
491
$386K 0.03%
4,650
-143
492
$386K 0.03%
3,423
+240
493
$385K 0.03%
1,573
+197
494
$381K 0.03%
11,922
+257
495
$379K 0.03%
4,666
+350
496
$378K 0.03%
14,973
497
$378K 0.03%
+17,167
498
$378K 0.03%
6,589
-411
499
$371K 0.03%
5,245
+30
500
$370K 0.03%
3,222
18 19
20
21 22