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
901
$146K 0.01%
2,677
-323
902
$140K 0.01%
11,497
-131
903
$139K 0.01%
2,037
-134
904
$138K 0.01%
1,904
+11
905
$137K 0.01%
23,142
+2,818
906
$137K 0.01%
+11,897
907
$135K 0.01%
15,350
908
$135K 0.01%
+2,411
909
$133K 0.01%
12,391
+2,231
910
$130K 0.01%
3,531
+972
911
$127K 0.01%
+10,490
912
$126K 0.01%
10,676
913
$124K 0.01%
31,222
-2,868
914
$120K 0.01%
13,280
-66
915
$119K 0.01%
10,417
-143
916
$114K 0.01%
11,382
+249
917
$114K 0.01%
12,055
+167
918
$113K 0.01%
4,094
-800
919
$106K 0.01%
+10,306
920
$104K 0.01%
49,152
921
$102K 0.01%
+52,080
922
$99.1K 0.01%
+14,021
923
$98.9K 0.01%
+32,121
924
$96.3K ﹤0.01%
2,198
+572
925
$91.2K ﹤0.01%
20,000
35 36
37
38 39