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
901
$140K 0.01%
11,497
-131
902
$139K 0.01%
2,037
-134
903
$138K 0.01%
1,904
+11
904
$137K 0.01%
23,142
+2,818
905
$137K 0.01%
+11,897
906
$135K 0.01%
15,350
907
$135K 0.01%
+2,411
908
$133K 0.01%
12,391
+2,231
909
$130K 0.01%
3,531
+972
910
$127K 0.01%
+10,490
911
$126K 0.01%
10,676
912
$124K 0.01%
31,222
-2,868
913
$120K 0.01%
13,280
-66
914
$119K 0.01%
10,417
-143
915
$114K 0.01%
11,382
+249
916
$114K 0.01%
12,055
+167
917
$113K 0.01%
4,094
-800
918
$106K 0.01%
+10,306
919
$104K 0.01%
49,152
920
$102K 0.01%
+52,080
921
$99.1K 0.01%
+14,021
922
$98.9K 0.01%
+32,121
923
$96.3K ﹤0.01%
2,198
+572
924
$91.2K ﹤0.01%
20,000
925
$90.3K ﹤0.01%
+13,490
35 36
37
38 39