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
$2.49B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.8M
3
+$10.9M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$10.2M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$8.42M

Top Sells

1
+$11M
2
+$7.67M
3
+$7.06M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$6.42M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.1M

Sector Composition

1 Technology 9.94%
2 Healthcare 4.59%
3 Financials 3.94%
4 Consumer Discretionary 3.51%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$448K 0.02%
5,125
+295
677
$448K 0.02%
6,972
-21
678
$447K 0.02%
3,695
-108
679
$446K 0.02%
3,854
-3,089
680
$444K 0.02%
18,699
-6,444
681
$443K 0.02%
6,096
+170
682
$442K 0.02%
+6,342
683
$434K 0.02%
+15,822
684
$434K 0.02%
9,754
685
$429K 0.02%
10,808
-802
686
$427K 0.02%
664
+2
687
$426K 0.02%
30,180
-9,900
688
$426K 0.02%
+19,386
689
$426K 0.02%
15,757
+602
690
$426K 0.02%
6,086
+416
691
$426K 0.02%
9,774
-1,717
692
$424K 0.02%
808
-31
693
$419K 0.02%
5,563
-452
694
$417K 0.02%
19,903
+885
695
$413K 0.02%
6,325
-728
696
$413K 0.02%
29,679
+7,241
697
$412K 0.02%
3,460
+7
698
$411K 0.02%
7,179
-198
699
$410K 0.02%
6,326
-1,105
700
$409K 0.02%
6,102
-623
26 27
28
29 30