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
701
$358K 0.02%
15,644
+1,836
702
$357K 0.02%
8,618
+9
703
$354K 0.02%
9,580
-2,358
704
$353K 0.02%
9,151
-165
705
$353K 0.02%
6,768
+181
706
$353K 0.02%
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707
$352K 0.02%
8,356
-32,095
708
$352K 0.02%
13,143
+1,765
709
$351K 0.02%
7,568
-127
710
$351K 0.02%
682
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711
$348K 0.02%
7,790
-3,185
712
$348K 0.02%
4,830
-122
713
$347K 0.02%
1,110
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714
$347K 0.02%
+9,894
715
$347K 0.02%
14,375
716
$347K 0.02%
21,735
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717
$344K 0.02%
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718
$343K 0.02%
11,883
+246
719
$343K 0.02%
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720
$341K 0.02%
+8,447
721
$340K 0.02%
3,713
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722
$337K 0.02%
3,278
-99
723
$336K 0.02%
3,623
+347
724
$336K 0.02%
3,337
-326
725
$335K 0.02%
1,298
27 28
29
30 31