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
$2.24B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,053
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$20.4M
3
+$16.3M
4
FLQM icon
Franklin US Mid Cap Multifactor Index ETF
FLQM
+$13M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$9.61M

Top Sells

1
+$21.3M
2
+$19M
3
+$6.75M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.22M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.96M

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
901
$204K 0.01%
+5,637
902
$204K 0.01%
+4,344
903
$202K 0.01%
+7,884
904
$202K 0.01%
+7,046
905
$201K 0.01%
+4,656
906
$201K 0.01%
14,598
+2,678
907
$200K 0.01%
+2,006
908
$200K 0.01%
4,152
+51
909
$200K 0.01%
5,155
-5,091
910
$197K 0.01%
16,200
-2,900
911
$196K 0.01%
12,148
-125
912
$193K 0.01%
19,700
913
$193K 0.01%
+10,035
914
$190K 0.01%
11,213
-9,884
915
$189K 0.01%
+10,506
916
$189K 0.01%
12,727
-100
917
$184K 0.01%
28,817
+5,675
918
$183K 0.01%
14,261
-1,762
919
$179K 0.01%
53,635
920
$170K 0.01%
20,654
+1,511
921
$170K 0.01%
15,377
922
$167K 0.01%
14,542
923
$158K 0.01%
10,995
-1,396
924
$158K 0.01%
10,721
-2,617
925
$156K 0.01%
10,622
-17,389
35 36
37
38 39