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
601
$430K 0.02%
7,429
-1,210
602
$429K 0.02%
8,883
+97
603
$424K 0.02%
+8,715
604
$422K 0.02%
111,107
+43,221
605
$421K 0.02%
6,310
-11
606
$421K 0.02%
17,023
-3,475
607
$419K 0.02%
7,876
-1
608
$418K 0.02%
6,720
-1,191
609
$416K 0.02%
114,303
+79,664
610
$415K 0.02%
6,262
+180
611
$414K 0.02%
951
+51
612
$413K 0.02%
13,545
+658
613
$413K 0.02%
1,130
+150
614
$413K 0.02%
3,703
+840
615
$411K 0.02%
21,833
-552
616
$409K 0.02%
4,994
+188
617
$409K 0.02%
+6,235
618
$408K 0.02%
28,011
-22,928
619
$407K 0.02%
930
+210
620
$406K 0.02%
11,209
+3,171
621
$405K 0.02%
13,320
-174
622
$404K 0.02%
1,383
-131
623
$403K 0.02%
10,975
-4,703
624
$402K 0.02%
3,975
-16,239
625
$401K 0.02%
13,859
+18
23 24
25
26 27