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
676
$208K 0.02%
+1,100
677
$208K 0.02%
+5,252
678
$208K 0.02%
+2,479
679
$207K 0.02%
+2,140
680
$207K 0.02%
+4,002
681
$205K 0.02%
6,728
-1,220
682
$204K 0.02%
+980
683
$203K 0.02%
+20,774
684
$201K 0.02%
+3,204
685
$201K 0.02%
+625
686
$201K 0.02%
+2,123
687
$198K 0.02%
+1,150
688
$196K 0.02%
+19,353
689
$196K 0.02%
16,025
690
$188K 0.02%
35,789
-1,646
691
$182K 0.02%
+14
692
$180K 0.02%
+11,409
693
$180K 0.02%
19,390
-900
694
$177K 0.01%
11,366
+907
695
$168K 0.01%
+15,000
696
$166K 0.01%
+10,144
697
$156K 0.01%
12,234
698
$153K 0.01%
+12,526
699
$152K 0.01%
+22,273
700
$147K 0.01%
+16,340
26 27
28
29 30