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
626
$401K 0.02%
16,824
+18
627
$397K 0.02%
21,282
+3,354
628
$397K 0.02%
7,481
-150
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$392K 0.02%
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$391K 0.02%
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-17
631
$391K 0.02%
4,128
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632
$390K 0.02%
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633
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634
$387K 0.02%
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-24
635
$384K 0.02%
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636
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20,417
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637
$384K 0.02%
8,576
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638
$383K 0.02%
2,953
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639
$381K 0.02%
5,537
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640
$381K 0.02%
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641
$381K 0.02%
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3,796
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$380K 0.02%
7,626
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$378K 0.02%
15,824
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646
$377K 0.02%
13,851
+42
647
$376K 0.02%
63
648
$374K 0.02%
21,695
+30
649
$373K 0.02%
2,780
+34
650
$371K 0.02%
8,483
-10,915
24 25
26
27 28