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
926
$85.3K ﹤0.01%
13,621
+264
927
$84.3K ﹤0.01%
10,250
928
$82.9K ﹤0.01%
17,785
+300
929
$72.8K ﹤0.01%
34,350
930
$71.5K ﹤0.01%
13,937
+105
931
$68.2K ﹤0.01%
29,020
-1,280
932
$63.4K ﹤0.01%
57,632
+16,792
933
$58.1K ﹤0.01%
584
-668
934
$57.7K ﹤0.01%
95,340
+290
935
$57.5K ﹤0.01%
678
936
$55.5K ﹤0.01%
45,500
937
$55K ﹤0.01%
14,719
+1,043
938
$50.5K ﹤0.01%
11,945
939
$48.9K ﹤0.01%
13,352
-12,993
940
$46.9K ﹤0.01%
+10,142
941
$45.2K ﹤0.01%
+12,995
942
$42.3K ﹤0.01%
12,363
+19
943
$41.9K ﹤0.01%
12,406
+400
944
$41.1K ﹤0.01%
1,718
+84
945
$38.2K ﹤0.01%
+26,888
946
$34.5K ﹤0.01%
959
-8
947
$32.5K ﹤0.01%
41
948
$31.7K ﹤0.01%
6,476
+900
949
$30K ﹤0.01%
1,154
950
$29.6K ﹤0.01%
10,372
36 37
38
39 40