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
$2.24B
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
476
$739K 0.03%
11,378
-209
477
$738K 0.03%
13,314
+5,688
478
$737K 0.03%
9,875
+1,525
479
$736K 0.03%
15,355
-153
480
$733K 0.03%
6,655
-140
481
$732K 0.03%
27,214
-2,529
482
$732K 0.03%
5,588
-1,311
483
$730K 0.03%
121,107
+10,000
484
$729K 0.03%
4,851
+178
485
$728K 0.03%
17,331
+939
486
$727K 0.03%
12,688
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487
$724K 0.03%
14,983
-14,320
488
$723K 0.03%
1,778
+36
489
$719K 0.03%
136,358
+27
490
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72,157
491
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16,605
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492
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11,953
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493
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26,420
-51
494
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5,172
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495
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1,523
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496
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7,698
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497
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28,017
+3,811
498
$693K 0.03%
64,857
-1,203
499
$681K 0.03%
3,432
+240
500
$680K 0.03%
12,010
-2,330
18 19
20
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