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
801
$275K 0.01%
3,468
-43
802
$275K 0.01%
9,348
+2,095
803
$274K 0.01%
8,474
-162
804
$273K 0.01%
2,904
-401
805
$272K 0.01%
4,894
+112
806
$271K 0.01%
+12,577
807
$271K 0.01%
+8,890
808
$270K 0.01%
7,954
-2,284
809
$270K 0.01%
13,072
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810
$268K 0.01%
2,830
811
$267K 0.01%
+14,639
812
$266K 0.01%
+5,492
813
$264K 0.01%
3,026
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814
$264K 0.01%
5,412
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815
$263K 0.01%
14,578
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816
$262K 0.01%
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817
$262K 0.01%
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23,790
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819
$261K 0.01%
13,237
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820
$259K 0.01%
+13,379
821
$259K 0.01%
5,628
-242
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$259K 0.01%
1,158
-34
823
$259K 0.01%
13,586
-1,075
824
$258K 0.01%
473
+11
825
$258K 0.01%
5,263
+26
31 32
33
34 35