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
851
$219K 0.01%
+8,781
852
$219K 0.01%
+1,087
853
$219K 0.01%
3,615
-330
854
$218K 0.01%
1,458
-173
855
$217K 0.01%
3,902
-141
856
$215K 0.01%
+8,493
857
$215K 0.01%
+5,294
858
$213K 0.01%
1,050
-1
859
$212K 0.01%
2,830
860
$212K 0.01%
3,709
+271
861
$210K 0.01%
4,057
+297
862
$210K 0.01%
+5,907
863
$208K 0.01%
+2,316
864
$207K 0.01%
+1,340
865
$207K 0.01%
9,210
-1,078
866
$207K 0.01%
+5,850
867
$206K 0.01%
3,868
-6,206
868
$206K 0.01%
15,229
-2,016
869
$206K 0.01%
5,692
+200
870
$204K 0.01%
6,495
-34
871
$203K 0.01%
+7,253
872
$203K 0.01%
12,994
-1,063
873
$203K 0.01%
+4,582
874
$202K 0.01%
+3,220
875
$202K 0.01%
19,100
33 34
35
36 37