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
826
$280K 0.01%
25,424
+312
827
$278K 0.01%
+3,725
828
$276K 0.01%
5,030
+408
829
$275K 0.01%
3,660
+30
830
$275K 0.01%
19,840
-36,265
831
$274K 0.01%
10,374
-200
832
$273K 0.01%
12,984
-395
833
$273K 0.01%
444
-45
834
$271K 0.01%
16,571
+4,445
835
$268K 0.01%
13,447
+1,215
836
$268K 0.01%
1,729
-76
837
$268K 0.01%
496
-20
838
$268K 0.01%
4,205
+730
839
$267K 0.01%
1,078
-80
840
$267K 0.01%
3,395
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841
$266K 0.01%
2,804
-343
842
$263K 0.01%
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843
$263K 0.01%
+7,254
844
$262K 0.01%
1,797
+63
845
$261K 0.01%
1,421
+4
846
$261K 0.01%
+2,403
847
$261K 0.01%
+2,914
848
$260K 0.01%
5,289
-203
849
$259K 0.01%
5,682
-2,220
850
$259K 0.01%
6,047
+892
32 33
34
35 36