IWM
IHT Wealth Management Portfolio holdings
AUM
$3.64B
1-Year Return
15.77%
This Quarter Return
+3.13%
1 Year Return
+15.77%
3 Year Return
+63.37%
5 Year Return
+110.54%
10 Year Return
–
AUM
$2.68B
AUM Growth
+$186M
(+7.5%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
0.57%
Top 10 Holdings %
Top 10 Hldgs %
22.02%
Holding
1,091
New
83
Increased
467
Reduced
426
Closed
68
Top Buys
Top Sells
| 1 |
Phillips 66
PSX
|
$116M |
| 2 |
Franklin US Mid Cap Multifactor Index ETF
FLQM
|
$20.7M |
| 3 |
Invesco S&P SmallCap Consumer Discretionary ETF
PSCD
|
$12.4M |
| 4 |
Eli Lilly
LLY
|
$10.7M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$4.98M |
Sector Composition
| 1 | Technology | 10.97% |
| 2 | Healthcare | 4.11% |
| 3 | Financials | 3.73% |
| 4 | Consumer Discretionary | 3.37% |
| 5 | Industrials | 2.71% |
