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
876
$244K 0.01%
4,307
-194
877
$244K 0.01%
6,783
+217
878
$243K 0.01%
+10,316
879
$242K 0.01%
2,277
+41
880
$241K 0.01%
17,311
-799
881
$241K 0.01%
7,517
-1,054
882
$241K 0.01%
5,500
-359
883
$241K 0.01%
7,137
+260
884
$240K 0.01%
1,747
-67
885
$240K 0.01%
383
+1
886
$239K 0.01%
8,932
-19,079
887
$238K 0.01%
6,899
-1,720
888
$238K 0.01%
4,964
-1,857
889
$236K 0.01%
5,945
+152
890
$235K 0.01%
5,400
-227
891
$234K 0.01%
26,816
+1,232
892
$233K 0.01%
6,720
-1,636
893
$232K 0.01%
+1,223
894
$231K 0.01%
4,503
-553
895
$231K 0.01%
2,385
+53
896
$230K 0.01%
9,175
-5,200
897
$229K 0.01%
24,106
+3,345
898
$229K 0.01%
10,901
-914
899
$229K 0.01%
5,951
-1,012
900
$229K 0.01%
+1,646
34 35
36
37 38