IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
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 3.98%
4 Consumer Discretionary 3.75%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$201K 0.01%
3,006
+167
877
$201K 0.01%
7,090
+232
878
$198K 0.01%
+10,667
879
$193K 0.01%
255,950
-1,178
880
$191K 0.01%
+12,952
881
$189K 0.01%
+11,036
882
$188K 0.01%
21,097
+4,454
883
$188K 0.01%
20,503
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884
$185K 0.01%
13,338
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885
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886
$183K 0.01%
33,402
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887
$180K 0.01%
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$180K 0.01%
12,273
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889
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890
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891
$174K 0.01%
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894
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19,700
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895
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896
$159K 0.01%
19,143
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$153K 0.01%
11,920
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898
$151K 0.01%
53,635
899
$149K 0.01%
15,377
900
$147K 0.01%
14,542
-3,595
34 35
36
37 38