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
751
$313K 0.01%
823
-120
752
$311K 0.01%
5,056
-1,206
753
$311K 0.01%
6,588
+210
754
$309K 0.01%
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$309K 0.01%
12,979
-2,182
756
$309K 0.01%
997
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757
$308K 0.01%
1,010
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$308K 0.01%
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759
$305K 0.01%
215
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760
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14,403
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761
$303K 0.01%
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762
$302K 0.01%
2,347
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$302K 0.01%
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764
$298K 0.01%
4,832
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$298K 0.01%
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$297K 0.01%
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6,380
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$293K 0.01%
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$292K 0.01%
8,042
772
$291K 0.01%
25,584
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773
$291K 0.01%
1,814
+154
774
$290K 0.01%
6,594
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775
$290K 0.01%
+1,276
29 30
31
32 33