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
$2.49B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.8M
3
+$10.9M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$10.2M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$8.42M

Top Sells

1
+$11M
2
+$7.67M
3
+$7.06M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$6.42M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.1M

Sector Composition

1 Technology 9.94%
2 Healthcare 4.59%
3 Financials 3.94%
4 Consumer Discretionary 3.51%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$599K 0.02%
+4,030
577
$599K 0.02%
11,656
+1,515
578
$594K 0.02%
11,916
+2,287
579
$591K 0.02%
5,951
-1,516
580
$587K 0.02%
27,738
+13,335
581
$580K 0.02%
12,058
-290
582
$579K 0.02%
23,218
+8,579
583
$578K 0.02%
2,333
-588
584
$577K 0.02%
599
-16
585
$576K 0.02%
1,587
-415
586
$575K 0.02%
+7,321
587
$571K 0.02%
15,783
+169
588
$567K 0.02%
5,079
+81
589
$564K 0.02%
7,542
-72
590
$560K 0.02%
2,150
-45
591
$560K 0.02%
2,311
-38
592
$554K 0.02%
17,431
+2,246
593
$554K 0.02%
4,025
+931
594
$554K 0.02%
7,648
-56
595
$553K 0.02%
12,362
-594
596
$552K 0.02%
35,488
-2,309
597
$546K 0.02%
1,053
+142
598
$545K 0.02%
7,064
-14,653
599
$545K 0.02%
5,028
+299
600
$544K 0.02%
9,030
+190
22 23
24
25 26