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
776
$290K 0.01%
22,438
+7,209
777
$290K 0.01%
7,489
+1,167
778
$288K 0.01%
9,101
-4,750
779
$287K 0.01%
14,330
-1,076
780
$286K 0.01%
516
-38
781
$286K 0.01%
4,950
+188
782
$285K 0.01%
28,915
+3,781
783
$284K 0.01%
+5,470
784
$284K 0.01%
25,112
-2,624
785
$284K 0.01%
2,137
+3
786
$284K 0.01%
5,747
+140
787
$282K 0.01%
+2,154
788
$282K 0.01%
+4,472
789
$281K 0.01%
6,821
-1,206
790
$281K 0.01%
8,619
791
$281K 0.01%
839
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792
$280K 0.01%
5,627
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793
$278K 0.01%
8,062
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794
$278K 0.01%
6,459
795
$278K 0.01%
10,040
-334
796
$278K 0.01%
5,859
+700
797
$276K 0.01%
6,299
798
$276K 0.01%
8,571
-126
799
$276K 0.01%
2,710
-890
800
$276K 0.01%
+8,920
30 31
32
33 34