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
701
$143K 0.01%
27,194
+753
702
$140K 0.01%
11,119
-2,514
703
$137K 0.01%
+17,227
704
$136K 0.01%
7,076
+1,223
705
$133K 0.01%
12,208
-3,067
706
$133K 0.01%
17,680
-1,808
707
$131K 0.01%
23,225
708
$130K 0.01%
18,560
-3,200
709
$127K 0.01%
+13,918
710
$127K 0.01%
14,837
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711
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+10,444
712
$122K 0.01%
15
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713
$114K 0.01%
15,161
714
$104K 0.01%
418
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715
$98K 0.01%
10,115
716
$98K 0.01%
17,138
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717
$93K 0.01%
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718
$91K 0.01%
+11,257
719
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+1,085
720
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+10,893
721
$88K 0.01%
13,276
-3,855
722
$87K 0.01%
3,210
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723
$86K 0.01%
11,260
-200
724
$70K 0.01%
12,000
725
$70K 0.01%
12,859
-5,470
27 28
29
30 31