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
476
$838K 0.03%
19,899
+1,011
477
$827K 0.03%
6,282
-1,065
478
$825K 0.03%
11,992
-341
479
$824K 0.03%
1,482
-41
480
$818K 0.03%
28,298
+16,059
481
$810K 0.03%
796
+80
482
$806K 0.03%
3,490
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483
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11,971
-1,070
484
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+10,033
485
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5,213
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486
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3,014
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487
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18,350
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488
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22,063
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489
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17,385
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6,458
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33,678
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495
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+18,029
496
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2,843
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497
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14,278
+1,214
498
$764K 0.03%
8,111
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499
$763K 0.03%
13,919
+1,029
500
$762K 0.03%
11,235
-143
18 19
20
21 22