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
$2.24B
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
726
$335K 0.01%
3,838
+43
727
$334K 0.01%
6,102
-7
728
$334K 0.01%
9,145
+143
729
$334K 0.01%
+8,361
730
$333K 0.01%
47,900
731
$331K 0.01%
3,879
-380
732
$330K 0.01%
4,903
-2,055
733
$330K 0.01%
12,239
+2,248
734
$330K 0.01%
3,273
-12
735
$330K 0.01%
1,201
+26
736
$330K 0.01%
4,506
-34
737
$328K 0.01%
+6,801
738
$328K 0.01%
4,882
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739
$324K 0.01%
2,815
-390
740
$324K 0.01%
7,612
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741
$324K 0.01%
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742
$323K 0.01%
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743
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5,496
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744
$320K 0.01%
8,736
+1,157
745
$320K 0.01%
+3,497
746
$318K 0.01%
7,601
747
$318K 0.01%
1,536
-600
748
$317K 0.01%
4,796
-680
749
$314K 0.01%
1,911
+43
750
$314K 0.01%
4,768
+1,059
28 29
30
31 32