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
526
$333K 0.03%
3,573
+159
527
$332K 0.03%
28,200
528
$332K 0.03%
5,875
+722
529
$331K 0.03%
4,850
530
$331K 0.03%
21,710
+1,215
531
$330K 0.03%
3,857
+277
532
$329K 0.03%
4,970
-577
533
$327K 0.03%
4,285
-161
534
$323K 0.03%
6,820
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535
$322K 0.03%
6,181
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536
$322K 0.03%
7,672
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537
$321K 0.03%
19,475
-752
538
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12,319
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539
$319K 0.03%
1,534
+107
540
$318K 0.03%
5,019
+3
541
$316K 0.03%
3,818
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542
$316K 0.03%
6,922
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543
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6,375
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544
$314K 0.03%
11,169
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545
$313K 0.03%
4,780
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546
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+1,375
547
$313K 0.03%
+6,419
548
$313K 0.03%
2,032
-44,094
549
$311K 0.03%
45,153
+40
550
$310K 0.03%
7,764
+70
20 21
22
23 24