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
$1.2B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.26M
3
+$3.88M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.96M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$2.94M

Top Sells

1
+$12.5M
2
+$6.79M
3
+$3.63M
4
IMMU
Immunomedics Inc
IMMU
+$2.85M
5
ABBV icon
AbbVie
ABBV
+$2.83M

Sector Composition

1 Technology 9.4%
2 Healthcare 8.8%
3 Consumer Discretionary 5.26%
4 Financials 4.3%
5 Communication Services 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$261K 0.02%
3,135
+61
602
$261K 0.02%
3,014
+140
603
$259K 0.02%
1,274
+1
604
$258K 0.02%
+41,540
605
$258K 0.02%
6,687
-9,132
606
$257K 0.02%
14,072
-1,100
607
$257K 0.02%
1,906
+23
608
$256K 0.02%
+2,144
609
$255K 0.02%
+5,366
610
$255K 0.02%
4,004
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611
$255K 0.02%
+4,110
612
$254K 0.02%
5,936
-1,109
613
$254K 0.02%
+4,362
614
$253K 0.02%
+4,056
615
$252K 0.02%
+2,422
616
$252K 0.02%
+9,150
617
$252K 0.02%
+4,664
618
$250K 0.02%
12,029
-807
619
$249K 0.02%
7,042
-1,000
620
$248K 0.02%
+11,462
621
$248K 0.02%
4,929
+490
622
$248K 0.02%
1,166
-3
623
$248K 0.02%
4,872
-3,526
624
$246K 0.02%
6,028
-21,045
625
$245K 0.02%
+2,702
23 24
25
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