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
$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
51
$8.43M 0.38%
27,802
+6,025
52
$8.28M 0.37%
31,778
-2,780
53
$8.24M 0.37%
114,452
+45,649
54
$8.18M 0.36%
155,730
+9,822
55
$8.12M 0.36%
96,812
+4,652
56
$8.09M 0.36%
70,949
+18,504
57
$7.99M 0.36%
25,717
+142
58
$7.95M 0.35%
125,509
+25,650
59
$7.88M 0.35%
156,785
-7,209
60
$7.6M 0.34%
147,889
+6,968
61
$7.58M 0.34%
21,886
-1,780
62
$7.45M 0.33%
25,139
+378
63
$7.29M 0.33%
93,423
-2,979
64
$7.26M 0.32%
99,880
+4,946
65
$7.26M 0.32%
418,462
+317,523
66
$7.06M 0.31%
+65,221
67
$6.97M 0.31%
119,208
-124
68
$6.96M 0.31%
66,863
+340
69
$6.93M 0.31%
223,576
+16,377
70
$6.91M 0.31%
61,920
-2,870
71
$6.87M 0.31%
43,814
-2,077
72
$6.62M 0.3%
139,714
+1,614
73
$6.59M 0.29%
9,976
+624
74
$6.51M 0.29%
60,170
+2,340
75
$6.46M 0.29%
257,117
+1,428
1 2
3
4 5