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
51
$4.42M 0.37%
32,296
+918
52
$4.35M 0.36%
74,075
+7,281
53
$4.34M 0.36%
54,371
+3,154
54
$4.26M 0.35%
58,006
-761
55
$4.22M 0.35%
194,443
+3,349
56
$4.22M 0.35%
26,802
+3,268
57
$4.16M 0.35%
15,939
-885
58
$4.08M 0.34%
18,259
-502
59
$4.08M 0.34%
17,527
+2,018
60
$4.06M 0.34%
31,851
+2,838
61
$3.98M 0.33%
14,988
+1,259
62
$3.97M 0.33%
35,542
-646
63
$3.96M 0.33%
63,769
+3,399
64
$3.92M 0.33%
24,383
+1,700
65
$3.87M 0.32%
16,067
-13
66
$3.81M 0.32%
54,315
+13,235
67
$3.81M 0.32%
155,209
-7,904
68
$3.71M 0.31%
16,000
+276
69
$3.63M 0.3%
28,411
+2,202
70
$3.59M 0.3%
40,994
-4,801
71
$3.58M 0.3%
348,905
-69,217
72
$3.54M 0.29%
96,202
+1,819
73
$3.53M 0.29%
56,988
+1,570
74
$3.53M 0.29%
52,379
-24,788
75
$3.43M 0.29%
9,706
-162
1 2
3
4 5