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
576
$469K 0.02%
30,921
-3,143
577
$466K 0.02%
6,449
+26
578
$465K 0.02%
8,147
+238
579
$463K 0.02%
5,757
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580
$462K 0.02%
3,821
-225
581
$462K 0.02%
6,775
-111
582
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9,299
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583
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2,220
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584
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585
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2,627
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586
$455K 0.02%
7,717
587
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9,275
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588
$446K 0.02%
3,569
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589
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3,257
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590
$444K 0.02%
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8,050
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6,313
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594
$440K 0.02%
14,077
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595
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4,068
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596
$439K 0.02%
9,830
-2,540
597
$436K 0.02%
2,670
+12
598
$433K 0.02%
8,849
+351
599
$433K 0.02%
6,725
+1,873
600
$432K 0.02%
7,568
-464
22 23
24
25 26