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
526
$545K 0.03%
42,828
-82
527
$544K 0.03%
10,670
+116
528
$543K 0.03%
13,748
-1,190
529
$543K 0.03%
+10,165
530
$541K 0.03%
3,192
+89
531
$541K 0.03%
10,772
-2,121
532
$538K 0.03%
13,260
-245
533
$530K 0.03%
10,834
+2,279
534
$529K 0.03%
284,392
+2,950
535
$528K 0.03%
15,875
-142
536
$526K 0.03%
19,258
+3,454
537
$526K 0.03%
3,940
+1,684
538
$524K 0.03%
10,674
+2,482
539
$523K 0.03%
14,998
+2,458
540
$523K 0.03%
8,795
+35
541
$522K 0.03%
9,402
-37
542
$522K 0.03%
5,556
+827
543
$520K 0.03%
24,632
+804
544
$520K 0.03%
5,717
+485
545
$519K 0.03%
1,136
+118
546
$519K 0.03%
7,474
+233
547
$517K 0.03%
15,886
+1,620
548
$514K 0.03%
2,953
-61
549
$511K 0.03%
21,888
550
$508K 0.03%
4,226
+471
20 21
22
23 24