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
901
$227K 0.01%
4,000
902
$224K 0.01%
+3,894
903
$223K 0.01%
6,294
904
$222K 0.01%
7,012
-26
905
$222K 0.01%
+4,441
906
$219K 0.01%
9,104
-532
907
$219K 0.01%
+6,209
908
$219K 0.01%
25,760
+5,106
909
$218K 0.01%
11,336
-192
910
$217K 0.01%
+174
911
$217K 0.01%
1,127
+21
912
$217K 0.01%
+6,665
913
$217K 0.01%
+6,720
914
$216K 0.01%
30,258
+1,441
915
$216K 0.01%
+1,727
916
$215K 0.01%
+1,666
917
$215K 0.01%
+1,922
918
$214K 0.01%
+7,676
919
$214K 0.01%
+615
920
$214K 0.01%
7,082
+152
921
$214K 0.01%
3,793
-63
922
$213K 0.01%
+11,612
923
$212K 0.01%
+1,713
924
$212K 0.01%
+2,100
925
$212K 0.01%
3,640
-531
35 36
37
38 39