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
801
$302K 0.01%
5,860
-3,345
802
$302K 0.01%
5,630
+275
803
$299K 0.01%
2,904
804
$299K 0.01%
3,324
+453
805
$298K 0.01%
2,049
-253
806
$297K 0.01%
8,340
+486
807
$297K 0.01%
6,833
+239
808
$296K 0.01%
1,495
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809
$295K 0.01%
3,053
+27
810
$294K 0.01%
14,135
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811
$293K 0.01%
3,082
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812
$293K 0.01%
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813
$293K 0.01%
7,942
-100
814
$292K 0.01%
5,047
-216
815
$291K 0.01%
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816
$291K 0.01%
8,616
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817
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818
$290K 0.01%
7,781
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$289K 0.01%
4,783
-111
820
$288K 0.01%
3,980
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821
$287K 0.01%
10,052
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822
$285K 0.01%
847
-150
823
$284K 0.01%
5,771
+24
824
$282K 0.01%
1,936
+257
825
$280K 0.01%
3,433
-35
31 32
33
34 35