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
776
$268K 0.01%
27,682
-8,311
777
$268K 0.01%
8,160
+260
778
$268K 0.01%
5,171
+183
779
$267K 0.01%
1,868
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780
$267K 0.01%
7,601
781
$265K 0.01%
+10,185
782
$264K 0.01%
3,437
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783
$263K 0.01%
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784
$261K 0.01%
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785
$261K 0.01%
1,137
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$261K 0.01%
+7,660
787
$260K 0.01%
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788
$259K 0.01%
7,579
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789
$258K 0.01%
1,298
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790
$258K 0.01%
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$258K 0.01%
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794
$254K 0.01%
11,528
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$253K 0.01%
6,006
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796
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5,384
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797
$252K 0.01%
10,374
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798
$251K 0.01%
4,762
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799
$250K 0.01%
3,511
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800
$250K 0.01%
5,292
+6
30 31
32
33 34