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
851
$240K 0.01%
4,171
-1,084
852
$239K 0.01%
14,897
+22
853
$238K 0.01%
11,815
+779
854
$238K 0.01%
3,331
-141
855
$238K 0.01%
7,854
+194
856
$238K 0.01%
20,723
-258
857
$237K 0.01%
1,056
-81
858
$235K 0.01%
2,332
-224
859
$234K 0.01%
2,996
+147
860
$233K 0.01%
9,636
-4,448
861
$233K 0.01%
+1,814
862
$232K 0.01%
1,360
-25
863
$231K 0.01%
21,228
-5,609
864
$230K 0.01%
18,110
+1,521
865
$230K 0.01%
1,679
-358
866
$230K 0.01%
3,630
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867
$230K 0.01%
841
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868
$228K 0.01%
+6,566
869
$228K 0.01%
4,066
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870
$227K 0.01%
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871
$227K 0.01%
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872
$227K 0.01%
+3,812
873
$227K 0.01%
+6,128
874
$226K 0.01%
6,877
-213
875
$226K 0.01%
1,457
+117
33 34
35
36 37