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
651
$370K 0.02%
10,090
652
$369K 0.02%
5,771
-740
653
$369K 0.02%
1,971
+100
654
$368K 0.02%
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+2,000
655
$368K 0.02%
2,634
-2
656
$365K 0.02%
6,983
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657
$363K 0.02%
1,377
+186
658
$361K 0.02%
1,115
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659
$361K 0.02%
2,266
-120
660
$361K 0.02%
1,410
+1
661
$358K 0.02%
6,300
+612
662
$358K 0.02%
2,826
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663
$356K 0.02%
10,246
+1,334
664
$354K 0.02%
3,511
665
$353K 0.02%
3,765
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666
$353K 0.02%
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667
$352K 0.02%
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668
$351K 0.02%
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669
$351K 0.02%
20,650
+2,066
670
$347K 0.02%
19,927
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671
$347K 0.02%
+4,319
672
$345K 0.02%
3,160
-280
673
$345K 0.02%
5,476
+1,809
674
$344K 0.02%
76,483
+45,965
675
$344K 0.02%
7,570
-400
25 26
27
28 29