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
676
$390K 0.02%
15,434
-70,071
677
$389K 0.02%
20,067
-350
678
$388K 0.02%
+15,970
679
$387K 0.02%
662
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680
$384K 0.02%
8,390
-186
681
$383K 0.02%
1,302
-75
682
$383K 0.02%
20,730
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683
$383K 0.02%
7,782
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684
$383K 0.02%
3,453
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685
$382K 0.02%
7,150
686
$382K 0.02%
2,180
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687
$382K 0.02%
5,590
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688
$381K 0.02%
19,018
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689
$380K 0.02%
7,377
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690
$380K 0.02%
9,135
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691
$376K 0.02%
3,590
-8,921
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$373K 0.02%
782
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5,670
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$364K 0.02%
7,902
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695
$363K 0.02%
4,062
-257
696
$363K 0.02%
10,393
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697
$362K 0.02%
+1,517
698
$361K 0.02%
3,799
-329
699
$361K 0.02%
2,982
+156
700
$359K 0.02%
1,878
+586
26 27
28
29 30