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
651
$225K 0.02%
4,437
-1,389
652
$225K 0.02%
+2,957
653
$225K 0.02%
+8,700
654
$224K 0.02%
+12,420
655
$223K 0.02%
+8,777
656
$223K 0.02%
4,203
-761
657
$222K 0.02%
+3,229
658
$222K 0.02%
+2,887
659
$221K 0.02%
+1,504
660
$221K 0.02%
7,500
-243
661
$220K 0.02%
+32,957
662
$219K 0.02%
+6,679
663
$219K 0.02%
+2,664
664
$218K 0.02%
4,318
+251
665
$218K 0.02%
6,619
-5,016
666
$218K 0.02%
6,644
+185
667
$217K 0.02%
+11,575
668
$216K 0.02%
10,780
669
$216K 0.02%
6,812
-187
670
$215K 0.02%
+1,636
671
$211K 0.02%
+1,716
672
$210K 0.02%
+2,193
673
$210K 0.02%
+4,941
674
$210K 0.02%
+6,795
675
$209K 0.02%
16,064
+1,104
25 26
27
28 29