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
776
$321K 0.01%
4,960
+192
777
$321K 0.01%
+3,103
778
$319K 0.01%
8,278
-196
779
$319K 0.01%
920
+18
780
$318K 0.01%
2,133
-21
781
$317K 0.01%
1,238
-38
782
$317K 0.01%
697
-85
783
$316K 0.01%
7,939
+338
784
$314K 0.01%
+6,448
785
$313K 0.01%
6,059
+647
786
$313K 0.01%
12,984
+2,951
787
$312K 0.01%
+5,975
788
$310K 0.01%
3,088
+1,082
789
$310K 0.01%
6,540
-1,072
790
$310K 0.01%
7,260
-229
791
$310K 0.01%
+11,796
792
$309K 0.01%
6,140
+38
793
$309K 0.01%
4,700
794
$308K 0.01%
2,351
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795
$308K 0.01%
236,623
-945
796
$307K 0.01%
4,486
-464
797
$306K 0.01%
9,594
+493
798
$305K 0.01%
1,494
-384
799
$304K 0.01%
+7,603
800
$304K 0.01%
+6,095
30 31
32
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