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
601
$499K 0.02%
7,743
+175
602
$498K 0.02%
30,617
-304
603
$498K 0.02%
13,884
-193
604
$496K 0.02%
21,907
+74
605
$493K 0.02%
2,274
+8
606
$493K 0.02%
18,681
-5,095
607
$492K 0.02%
1,458
+75
608
$492K 0.02%
10,750
+700
609
$487K 0.02%
2,556
-114
610
$479K 0.02%
15,155
+103
611
$479K 0.02%
10,960
+1,670
612
$479K 0.02%
9,205
-70
613
$478K 0.02%
4,729
-696
614
$478K 0.02%
4,998
-122
615
$477K 0.02%
9,629
-1,205
616
$475K 0.02%
8,915
-384
617
$473K 0.02%
21,888
618
$471K 0.02%
11,491
+2,239
619
$470K 0.02%
22,785
+1,503
620
$470K 0.02%
3,094
-100
621
$469K 0.02%
13,258
-5,585
622
$467K 0.02%
7,677
-199
623
$466K 0.02%
5,023
-18
624
$465K 0.02%
3,560
-9
625
$465K 0.02%
6,010
-1,544
23 24
25
26 27