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
926
$90.3K ﹤0.01%
+13,490
927
$85.3K ﹤0.01%
13,621
+264
928
$84.3K ﹤0.01%
10,250
929
$82.9K ﹤0.01%
17,785
+300
930
$72.8K ﹤0.01%
34,350
931
$71.5K ﹤0.01%
13,937
+105
932
$68.2K ﹤0.01%
29,020
-1,280
933
$63.4K ﹤0.01%
57,632
+16,792
934
$58.1K ﹤0.01%
584
-668
935
$57.7K ﹤0.01%
95,340
+290
936
$57.5K ﹤0.01%
678
937
$55.5K ﹤0.01%
45,500
938
$55K ﹤0.01%
14,719
+1,043
939
$50.5K ﹤0.01%
11,945
940
$48.9K ﹤0.01%
13,352
-12,993
941
$46.9K ﹤0.01%
+10,142
942
$45.2K ﹤0.01%
+12,995
943
$42.3K ﹤0.01%
12,363
+19
944
$41.9K ﹤0.01%
12,406
+400
945
$41.1K ﹤0.01%
17,181
+839
946
$38.2K ﹤0.01%
+26,888
947
$34.5K ﹤0.01%
959
-8
948
$32.5K ﹤0.01%
2,059
949
$31.7K ﹤0.01%
6,476
+900
950
$30K ﹤0.01%
1,154
36 37
38
39 40