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

Top Buys

1
+$22.2M
2
+$20.4M
3
+$16.3M
4
FLQM icon
Franklin US Mid Cap Multifactor Index ETF
FLQM
+$14.1M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$10.4M

Top Sells

1
+$21.3M
2
+$19M
3
+$7.29M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.81M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.36M

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
926
$152K 0.01%
15,788
+438
927
$148K 0.01%
33,099
+1,877
928
$146K 0.01%
32,121
929
$141K 0.01%
13,105
930
$136K 0.01%
237,568
-18,382
931
$134K 0.01%
29,913
932
$133K 0.01%
10,749
-748
933
$133K 0.01%
10,490
934
$132K 0.01%
52,080
935
$132K 0.01%
10,676
936
$131K 0.01%
10,701
+284
937
$128K 0.01%
1,887
-17
938
$122K 0.01%
13,420
+140
939
$121K 0.01%
20,000
940
$116K 0.01%
11,802
-253
941
$102K ﹤0.01%
2,011
-26
942
$97.7K ﹤0.01%
15,892
+1,955
943
$85.8K ﹤0.01%
48,477
-675
944
$83.7K ﹤0.01%
45,500
945
$80.3K ﹤0.01%
1,907
-504
946
$79.4K ﹤0.01%
15,790
-1,995
947
$77.9K ﹤0.01%
2,255
-1,276
948
$71.6K ﹤0.01%
114,200
+18,860
949
$66.1K ﹤0.01%
31,350
-3,000
950
$64.6K ﹤0.01%
+10,000
36 37
38
39 40