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
701
$405K 0.02%
14,528
+1,062
702
$405K 0.02%
4,077
+15
703
$405K 0.02%
1,302
704
$403K 0.02%
19,972
-95
705
$403K 0.02%
3,888
+551
706
$402K 0.02%
3,639
+361
707
$397K 0.02%
6,835
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708
$396K 0.02%
1,116
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709
$393K 0.02%
2,550
-509
710
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711
$392K 0.02%
15,510
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712
$392K 0.02%
1,418
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713
$389K 0.02%
9,102
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714
$388K 0.02%
6,100
-883
715
$387K 0.02%
5,392
-39
716
$387K 0.02%
+7,615
717
$383K 0.02%
3,465
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718
$379K 0.02%
9,721
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719
$378K 0.02%
8,826
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720
$378K 0.02%
3,374
+101
721
$378K 0.02%
13,526
+383
722
$377K 0.02%
4,647
+141
723
$374K 0.02%
14,557
-877
724
$371K 0.01%
1,166
-35
725
$368K 0.01%
3,601
-198
27 28
29
30 31