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
726
$368K 0.01%
+1,370
727
$366K 0.01%
1,500
-423
728
$366K 0.01%
2,776
-12
729
$363K 0.01%
5,318
-178
730
$363K 0.01%
7,683
-107
731
$360K 0.01%
821
-2
732
$360K 0.01%
7,960
-1,191
733
$359K 0.01%
2,249
+112
734
$359K 0.01%
7,027
-4,002
735
$358K 0.01%
6,098
+2,032
736
$356K 0.01%
+11,212
737
$356K 0.01%
9,215
+479
738
$355K 0.01%
8,447
739
$355K 0.01%
3,160
+940
740
$355K 0.01%
10,352
-41
741
$355K 0.01%
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$354K 0.01%
2,169
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743
$353K 0.01%
15,096
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744
$353K 0.01%
4,844
-38
745
$350K 0.01%
1,483
-34
746
$348K 0.01%
3,838
747
$348K 0.01%
626
-419
748
$346K 0.01%
47,900
749
$346K 0.01%
6,479
-289
750
$346K 0.01%
+2,178
28 29
30
31 32