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
826
$232K 0.01%
+9,496
827
$231K 0.01%
5,463
-4,789
828
$231K 0.01%
6,958
-255
829
$230K 0.01%
1,385
+57
830
$230K 0.01%
20,981
+437
831
$229K 0.01%
5,451
832
$228K 0.01%
12,482
-186
833
$228K 0.01%
962
-83
834
$227K 0.01%
11,904
-164
835
$226K 0.01%
5,237
-381
836
$225K 0.01%
1,418
-58
837
$225K 0.01%
8,761
+412
838
$224K 0.01%
+2,871
839
$224K 0.01%
3,959
-295
840
$224K 0.01%
462
-18
841
$224K 0.01%
6,956
-150
842
$223K 0.01%
+9,671
843
$222K 0.01%
+1,445
844
$220K 0.01%
10,960
+60
845
$220K 0.01%
2,026
-18
846
$220K 0.01%
7,984
-216
847
$220K 0.01%
+6,299
848
$220K 0.01%
3,472
+213
849
$220K 0.01%
3,162
+187
850
$220K 0.01%
2,849
+168
32 33
34
35 36