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
651
$433K 0.02%
15,185
-1,838
652
$430K 0.02%
911
-40
653
$428K 0.02%
2,731
+97
654
$428K 0.02%
6,702
-18
655
$425K 0.02%
2,799
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656
$424K 0.02%
1,923
-32
657
$423K 0.02%
7,246
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658
$422K 0.02%
21,812
-2,820
659
$418K 0.02%
+6,392
660
$416K 0.02%
+3,059
661
$414K 0.02%
8,050
+578
662
$414K 0.02%
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-256
663
$413K 0.02%
902
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664
$413K 0.02%
9,754
-336
665
$411K 0.02%
3,213
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666
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668
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7,248
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670
$406K 0.02%
5,431
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671
$405K 0.02%
6,983
672
$404K 0.02%
+6,993
673
$404K 0.02%
+9,725
674
$400K 0.02%
16,117
+60
675
$395K 0.02%
4,865
-2,808
25 26
27
28 29