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
$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
876
$225K 0.01%
5,793
+101
877
$225K 0.01%
12,126
-5,293
878
$225K 0.01%
+9,698
879
$222K 0.01%
+382
880
$221K 0.01%
1,818
-264
881
$220K 0.01%
+1,956
882
$219K 0.01%
3,475
+469
883
$216K 0.01%
7,038
+80
884
$216K 0.01%
9,197
-534
885
$214K 0.01%
+1,106
886
$214K 0.01%
+966
887
$211K 0.01%
11,528
-7,585
888
$210K 0.01%
+6,294
889
$210K 0.01%
+2,183
890
$209K 0.01%
+4,848
891
$209K 0.01%
6,930
-1,831
892
$207K 0.01%
+5,063
893
$207K 0.01%
4,115
-2,492
894
$207K 0.01%
2,220
-96
895
$207K 0.01%
+10,925
896
$206K 0.01%
+1,777
897
$206K 0.01%
+2,277
898
$205K 0.01%
33,748
+346
899
$205K 0.01%
3,856
-2,134
900
$204K 0.01%
+4,000
34 35
36
37 38