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
501
$678K 0.03%
2,979
-64
502
$677K 0.03%
9,402
+12
503
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12,890
+4,007
504
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7,467
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505
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506
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10,371
-6,795
507
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2,921
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508
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18,048
+3,050
509
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9,163
+1,689
510
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5,457
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511
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512
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513
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279,392
-5,000
514
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2,711
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515
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517
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2,349
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519
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18,542
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520
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9,542
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521
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32,970
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522
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12,279
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523
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10,670
524
$625K 0.03%
2,086
+361
525
$623K 0.03%
18,507
-100
19 20
21
22 23