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
501
$370K 0.03%
+2,847
502
$368K 0.03%
3,963
+223
503
$364K 0.03%
3,335
+542
504
$358K 0.03%
29,526
+555
505
$357K 0.03%
12,312
+101
506
$356K 0.03%
7,584
+1,565
507
$355K 0.03%
25,947
+3,362
508
$353K 0.03%
12,253
-770
509
$352K 0.03%
+11,175
510
$350K 0.03%
59,606
+4
511
$350K 0.03%
20,287
-13,963
512
$349K 0.03%
5,249
+1,568
513
$349K 0.03%
+16,335
514
$346K 0.03%
2,736
515
$345K 0.03%
2,585
+12
516
$345K 0.03%
12,651
+584
517
$341K 0.03%
153
518
$341K 0.03%
4,975
+697
519
$338K 0.03%
1,598
+10
520
$337K 0.03%
+5,295
521
$337K 0.03%
+3,854
522
$336K 0.03%
+27,431
523
$336K 0.03%
2,256
-524
524
$336K 0.03%
+4,495
525
$335K 0.03%
4,850
+222
19 20
21
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