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
676
$342K 0.02%
5,823
-258
677
$342K 0.02%
5,021
+17
678
$342K 0.02%
11,938
-1,510
679
$340K 0.02%
6,041
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680
$340K 0.02%
9,252
+222
681
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8,027
-3,977
682
$338K 0.02%
817
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683
$337K 0.02%
14,084
-6,044
684
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644
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685
$334K 0.02%
7,554
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686
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+16,301
687
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688
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689
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695
$329K 0.02%
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696
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19,113
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697
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222
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$326K 0.02%
2,119
-172
699
$325K 0.02%
29,884
+4,669
700
$322K 0.02%
15,161
-12,739
26 27
28
29 30