IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.97B
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$7.63M
3
+$6.89M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$6.28M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$6.05M

Top Sells

1
+$6.93M
2
+$5.99M
3
+$4.89M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$4.71M
5
FLGV icon
Franklin US Treasury Bond ETF
FLGV
+$4.26M

Sector Composition

1 Technology 9.73%
2 Healthcare 4.56%
3 Financials 3.98%
4 Consumer Discretionary 3.75%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.35M 0.37%
188,898
+161,383
52
$7.15M 0.36%
23,666
+1,133
53
$7.15M 0.36%
45,891
+1,384
54
$6.98M 0.35%
96,402
-11,802
55
$6.96M 0.35%
25,575
-164
56
$6.81M 0.35%
278,244
+204,652
57
$6.62M 0.34%
34,558
+1,427
58
$6.52M 0.33%
24,761
+652
59
$6.46M 0.33%
140,921
+131,985
60
$6.37M 0.32%
128,930
+27,183
61
$6.31M 0.32%
66,523
-749
62
$6.26M 0.32%
119,332
+8,718
63
$6.25M 0.32%
255,689
+14,493
64
$6.22M 0.32%
94,934
-2,308
65
$6.01M 0.3%
138,100
+10,394
66
$6M 0.3%
94,534
-59
67
$5.92M 0.3%
111,395
-59,623
68
$5.88M 0.3%
99,859
+15,075
69
$5.83M 0.3%
163,994
-799
70
$5.82M 0.3%
34,514
+3,979
71
$5.79M 0.29%
21,777
+6,362
72
$5.79M 0.29%
77,010
+3,572
73
$5.73M 0.29%
24,892
-533
74
$5.69M 0.29%
62,007
+14,873
75
$5.66M 0.29%
193,047
+25,923
1 2
3
4 5