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
551
$309K 0.03%
+1,436
552
$308K 0.03%
10,965
-30,180
553
$307K 0.03%
+2,506
554
$307K 0.03%
+2,267
555
$306K 0.03%
633
+38
556
$305K 0.03%
999
-869
557
$305K 0.03%
+6,405
558
$304K 0.03%
+10,101
559
$302K 0.03%
27,677
+3
560
$302K 0.03%
11,772
+3,878
561
$301K 0.03%
618
+9
562
$300K 0.02%
2,080
+67
563
$299K 0.02%
+4,071
564
$297K 0.02%
+4,109
565
$297K 0.02%
+7,100
566
$296K 0.02%
7,959
+132
567
$296K 0.02%
5,867
+295
568
$296K 0.02%
+872
569
$295K 0.02%
6,491
+1,194
570
$295K 0.02%
3,763
+123
571
$294K 0.02%
10,896
+1,165
572
$293K 0.02%
2,937
-90
573
$292K 0.02%
1,107
+121
574
$292K 0.02%
2,080
+213
575
$290K 0.02%
3,910
-37
21 22
23
24 25