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
826
$258K 0.01%
12,468
-108
827
$258K 0.01%
7,127
-766
828
$255K 0.01%
1,417
-1
829
$255K 0.01%
6,963
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830
$254K 0.01%
7,633
-1,225
831
$253K 0.01%
3,893
-66
832
$253K 0.01%
4,501
-475
833
$253K 0.01%
3,437
-2,873
834
$253K 0.01%
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835
$251K 0.01%
5,280
-12
836
$249K 0.01%
1,045
-42
837
$247K 0.01%
1,805
+40
838
$246K 0.01%
15,570
+1,608
839
$246K 0.01%
3,250
+30
840
$246K 0.01%
12,232
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841
$244K 0.01%
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842
$243K 0.01%
+2,871
843
$243K 0.01%
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844
$242K 0.01%
6,181
-2,871
845
$242K 0.01%
5,355
+6
846
$241K 0.01%
+10,033
847
$241K 0.01%
+1,734
848
$241K 0.01%
4,622
+12
849
$240K 0.01%
+4,593
850
$240K 0.01%
11,409
-2,509
32 33
34
35 36