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
751
$345K 0.01%
11,830
-53
752
$345K 0.01%
5,016
+113
753
$345K 0.01%
5,849
-739
754
$344K 0.01%
14,816
+1,837
755
$344K 0.01%
+5,446
756
$343K 0.01%
5,544
-106
757
$343K 0.01%
2,989
-601
758
$342K 0.01%
15,754
+110
759
$340K 0.01%
2,286
-61
760
$340K 0.01%
21,283
-452
761
$339K 0.01%
594
-88
762
$338K 0.01%
6,419
-1,149
763
$335K 0.01%
220
+5
764
$333K 0.01%
9,171
+26
765
$332K 0.01%
3,141
+326
766
$330K 0.01%
5,938
-521
767
$330K 0.01%
9,205
+285
768
$330K 0.01%
+8,808
769
$327K 0.01%
8,023
+1,842
770
$326K 0.01%
+6,432
771
$326K 0.01%
1,950
+39
772
$325K 0.01%
1,239
+183
773
$323K 0.01%
+4,407
774
$323K 0.01%
5,601
+11
775
$322K 0.01%
+10,400
29 30
31
32 33