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
626
$514K 0.02%
8,994
+604
627
$513K 0.02%
13,167
+188
628
$512K 0.02%
1,645
+22
629
$512K 0.02%
78,396
-2,880
630
$510K 0.02%
+12,977
631
$506K 0.02%
+35,321
632
$503K 0.02%
5,611
-657
633
$503K 0.02%
15,909
+1,655
634
$503K 0.02%
8,908
-1,463
635
$502K 0.02%
9,799
-2,480
636
$502K 0.02%
5,725
-397
637
$502K 0.02%
62
638
$502K 0.02%
11,072
-1,704
639
$502K 0.02%
7,494
-9,294
640
$501K 0.02%
7,508
-971
641
$500K 0.02%
9,928
+3,127
642
$498K 0.02%
13,247
-889
643
$497K 0.02%
+21,828
644
$494K 0.02%
35,357
+706
645
$492K 0.02%
5,143
+128
646
$488K 0.02%
1,803
-1,296
647
$488K 0.02%
+21,042
648
$488K 0.02%
2,602
-129
649
$488K 0.02%
4,121
+523
650
$487K 0.02%
2,957
+158
24 25
26
27 28