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
$1.97B
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 3.99%
4 Consumer Discretionary 3.75%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$305K 0.02%
18,505
+3,606
727
$303K 0.02%
+5,857
728
$302K 0.02%
9,316
-194
729
$301K 0.02%
7,695
-2,885
730
$300K 0.02%
4,540
-1,029
731
$299K 0.02%
18,704
+2,158
732
$299K 0.02%
9,925
+10
733
$299K 0.02%
1,098
-38
734
$297K 0.02%
6,109
-38
735
$296K 0.02%
13,808
+137
736
$296K 0.02%
3,795
737
$295K 0.02%
3,205
+163
738
$295K 0.01%
5,990
-295
739
$294K 0.01%
9,365
+1,699
740
$293K 0.01%
5,430
-2,685
741
$293K 0.01%
27,736
-9,315
742
$292K 0.01%
+5,826
743
$291K 0.01%
2,359
+38
744
$290K 0.01%
5,255
+540
745
$289K 0.01%
+15,406
746
$288K 0.01%
+35,767
747
$285K 0.01%
4,777
+256
748
$285K 0.01%
+3,285
749
$285K 0.01%
+1,987
750
$283K 0.01%
2,026
+201
28 29
30
31 32