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
751
$282K 0.01%
12,576
752
$281K 0.01%
5,159
-1,189
753
$281K 0.01%
26,837
+1,262
754
$281K 0.01%
91
+6
755
$280K 0.01%
4,822
+966
756
$280K 0.01%
8,858
+1,495
757
$279K 0.01%
10,948
+1,052
758
$279K 0.01%
3,305
-173
759
$278K 0.01%
2,082
+178
760
$277K 0.01%
3,663
+184
761
$275K 0.01%
5,998
+1,519
762
$274K 0.01%
13,072
-256
763
$274K 0.01%
1,637
+97
764
$272K 0.01%
8,042
765
$272K 0.01%
4,782
-65
766
$271K 0.01%
4,048
+96
767
$271K 0.01%
+8,697
768
$271K 0.01%
14,150
+400
769
$271K 0.01%
+4,984
770
$270K 0.01%
16,064
-1,182
771
$270K 0.01%
6,378
+466
772
$269K 0.01%
13,918
+100
773
$269K 0.01%
4,610
+47
774
$269K 0.01%
5,870
-261
775
$268K 0.01%
5,607
-1,620
29 30
31
32 33