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
51
$9.4M 0.38%
230,390
-81,506
52
$9.38M 0.38%
57,810
-2,320
53
$9.3M 0.37%
138,193
-15,271
54
$9.29M 0.37%
33,271
+893
55
$9.23M 0.37%
24,055
+2,169
56
$9.12M 0.37%
509,365
+90,903
57
$9.11M 0.37%
26,475
+758
58
$8.95M 0.36%
148,788
-6,942
59
$8.29M 0.33%
48,936
-12,770
60
$8.15M 0.33%
88,730
-7,656
61
$8.06M 0.32%
60,820
-1,100
62
$8.05M 0.32%
73,108
+1,117
63
$7.93M 0.32%
250,857
+27,281
64
$7.9M 0.32%
42,296
+31,974
65
$7.62M 0.31%
65,022
-1,841
66
$7.36M 0.3%
174,735
+44,054
67
$7.24M 0.29%
86,618
-6,805
68
$7.23M 0.29%
112,741
-6,467
69
$7.16M 0.29%
93,969
+2,561
70
$7.15M 0.29%
9,755
-221
71
$7.1M 0.28%
108,093
-17,416
72
$6.93M 0.28%
43,782
-32
73
$6.91M 0.28%
62,484
+2,314
74
$6.81M 0.27%
134,161
+101,544
75
$6.76M 0.27%
153,057
-3,728
1 2
3
4 5