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
$1.97B
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$7.63M
3
+$6.89M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$6.28M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$6.05M

Top Sells

1
+$6.93M
2
+$5.99M
3
+$4.89M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$4.71M
5
FLGV icon
Franklin US Treasury Bond ETF
FLGV
+$4.26M

Sector Composition

1 Technology 9.73%
2 Healthcare 4.56%
3 Financials 3.99%
4 Consumer Discretionary 3.75%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$593K 0.03%
4,673
+479
502
$593K 0.03%
2,071
-718
503
$590K 0.03%
23,776
+9,787
504
$590K 0.03%
+21,416
505
$589K 0.03%
4,617
-478
506
$586K 0.03%
1,503
+89
507
$584K 0.03%
18,607
+11,800
508
$584K 0.03%
8,207
+749
509
$583K 0.03%
7,673
+2,072
510
$582K 0.03%
11,444
-1,008
511
$581K 0.03%
33,520
-2,400
512
$580K 0.03%
6,246
-237
513
$580K 0.03%
5,452
+6
514
$578K 0.03%
1,330
+103
515
$577K 0.03%
5,800
-350
516
$570K 0.03%
11,484
+6,450
517
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13,356
+495
518
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8,350
+15
519
$558K 0.03%
1,617
-132
520
$556K 0.03%
9,774
-103
521
$554K 0.03%
2,136
-32
522
$551K 0.03%
6,094
+27
523
$550K 0.03%
19,627
+297
524
$548K 0.03%
7,023
+603
525
$545K 0.03%
16,484
+2,382
19 20
21
22 23