IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$8.07M
3
+$7.17M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$6.54M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$6.41M

Top Sells

1
+$7.22M
2
+$6.44M
3
+$5.34M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.08M
5
FLGV icon
Franklin US Treasury Bond ETF
FLGV
+$4.35M

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
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
$189K 0.01%
+11,036
881
$188K 0.01%
21,097
+4,454
882
$188K 0.01%
4,101
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883
$185K 0.01%
13,338
-614
884
$184K 0.01%
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885
$183K 0.01%
33,402
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886
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12,827
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888
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889
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890
$174K 0.01%
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894
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895
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19,143
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11,920
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897
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53,635
898
$149K 0.01%
15,377
899
$147K 0.01%
14,542
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900
$146K 0.01%
2,677
-323
34 35
36
37 38