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
576
$534K 0.02%
2,195
-25
577
$533K 0.02%
+5,715
578
$532K 0.02%
2,807
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579
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582
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10,141
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583
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584
$519K 0.02%
7,614
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585
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8,479
-1,295
586
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5,467
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$518K 0.02%
8,082
-65
588
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81,276
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8,160
590
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+28,011
591
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592
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6,884
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14,136
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595
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7,053
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596
$507K 0.02%
7,704
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3,373
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598
$504K 0.02%
6,122
-14,051
599
$504K 0.02%
9,239
-163
600
$503K 0.02%
3,803
-423
22 23
24
25 26