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
851
$258K 0.01%
+10,057
852
$256K 0.01%
849
+8
853
$255K 0.01%
2,830
854
$255K 0.01%
3,310
+60
855
$254K 0.01%
12,434
-638
856
$253K 0.01%
16,700
+500
857
$252K 0.01%
8,346
+1,300
858
$252K 0.01%
9,355
+1,471
859
$252K 0.01%
14,897
860
$252K 0.01%
7,634
-1,256
861
$251K 0.01%
+6,233
862
$251K 0.01%
+575
863
$249K 0.01%
11,494
-974
864
$248K 0.01%
+6,400
865
$248K 0.01%
+10,194
866
$248K 0.01%
3,803
+90
867
$246K 0.01%
439
-34
868
$246K 0.01%
2,287
+10
869
$246K 0.01%
5,781
-2,580
870
$246K 0.01%
8,024
+391
871
$245K 0.01%
4,105
-727
872
$245K 0.01%
3,830
-63
873
$245K 0.01%
1,868
-6,106
874
$244K 0.01%
4,160
-17,724
875
$244K 0.01%
4,512
-2,638
33 34
35
36 37