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
$2.24B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,053
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$20.4M
3
+$16.3M
4
FLQM icon
Franklin US Mid Cap Multifactor Index ETF
FLQM
+$14.1M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$10.4M

Top Sells

1
+$21.3M
2
+$19M
3
+$7.29M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.81M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.36M

Sector Composition

1 Technology 9.89%
2 Healthcare 4.31%
3 Financials 3.98%
4 Consumer Discretionary 3.68%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$569K 0.03%
7,158
+1,342
552
$567K 0.03%
32,165
+2,033
553
$565K 0.03%
6,268
-755
554
$565K 0.03%
22,712
+1,898
555
$564K 0.03%
25,143
-417
556
$563K 0.03%
8,178
+128
557
$562K 0.03%
15,614
-261
558
$562K 0.03%
+966
559
$561K 0.03%
12,956
-3,528
560
$559K 0.02%
2,292
-71
561
$558K 0.02%
11,029
-415
562
$556K 0.02%
6,846
-1,690
563
$556K 0.02%
5,374
-343
564
$554K 0.02%
37,797
-5,031
565
$552K 0.02%
3,945
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566
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10,629
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567
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4,686
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568
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14,021
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569
$545K 0.02%
3,519
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570
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3,304
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571
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3,398
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572
$541K 0.02%
4,018
+197
573
$540K 0.02%
615
+40
574
$540K 0.02%
34,651
-13,461
575
$538K 0.02%
10,414
-10,900
21 22
23
24 25