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
551
$507K 0.03%
7,315
-221
552
$500K 0.03%
30,132
-8,590
553
$499K 0.03%
6,864
-64,774
554
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12,598
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555
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+1,046
556
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557
$498K 0.03%
13,181
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558
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559
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560
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15,052
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561
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4,019
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562
$492K 0.03%
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563
$491K 0.02%
11,785
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564
$491K 0.02%
7,221
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565
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710
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2,392
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6,359
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575
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$473K 0.02%
3,390
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573
$472K 0.02%
15,658
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574
$471K 0.02%
1,725
+133
575
$471K 0.02%
13,674
-1,341
21 22
23
24 25