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
801
$250K 0.01%
14,661
-1,700
802
$249K 0.01%
5,912
-205
803
$249K 0.01%
871
-555
804
$248K 0.01%
+3,276
805
$247K 0.01%
+2,884
806
$247K 0.01%
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807
$246K 0.01%
4,976
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808
$246K 0.01%
9,991
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809
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554
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810
$241K 0.01%
2,134
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811
$239K 0.01%
4,519
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812
$239K 0.01%
1,192
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813
$239K 0.01%
17,419
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814
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14,358
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815
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816
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817
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11,378
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16,023
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$236K 0.01%
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821
$236K 0.01%
1,292
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$236K 0.01%
8,636
+24
823
$234K 0.01%
9,349
+10
824
$233K 0.01%
5,824
+125
825
$233K 0.01%
1,660
-870
31 32
33
34 35