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
501
$761K 0.03%
68,180
+3,323
502
$755K 0.03%
17,622
+5,824
503
$755K 0.03%
72,157
504
$753K 0.03%
8,904
+2,894
505
$746K 0.03%
29,748
+1,731
506
$746K 0.03%
7,050
+186
507
$744K 0.03%
9,276
+74
508
$743K 0.03%
12,893
+1,470
509
$743K 0.03%
52,500
+20,502
510
$742K 0.03%
12,655
-33
511
$737K 0.03%
17,654
-455
512
$734K 0.03%
5,770
+131
513
$733K 0.03%
8,073
+375
514
$733K 0.03%
14,565
+7,317
515
$731K 0.03%
5,130
-42
516
$731K 0.03%
12,298
+288
517
$729K 0.03%
10,611
+4,219
518
$727K 0.03%
11,156
-1,449
519
$727K 0.03%
15,072
+89
520
$721K 0.03%
5,613
+239
521
$720K 0.03%
19,436
-2,802
522
$719K 0.03%
6,256
-6,619
523
$718K 0.03%
12,387
-1,678
524
$716K 0.03%
9,412
+10
525
$712K 0.03%
4,564
-287
19 20
21
22 23