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
926
$211K 0.01%
+3,913
927
$209K 0.01%
+33,441
928
$209K 0.01%
+3,568
929
$209K 0.01%
+3,359
930
$208K 0.01%
5,287
-1,840
931
$208K 0.01%
9,190
+35
932
$207K 0.01%
18,689
-5,101
933
$207K 0.01%
3,473
-339
934
$207K 0.01%
12,615
-112
935
$206K 0.01%
+1,886
936
$206K 0.01%
+2,660
937
$206K 0.01%
+1,482
938
$205K 0.01%
+8,018
939
$203K 0.01%
+3,408
940
$203K 0.01%
+1,040
941
$202K 0.01%
33,748
942
$202K 0.01%
+64
943
$202K 0.01%
+2,719
944
$201K 0.01%
+671
945
$201K 0.01%
12,735
+1,740
946
$201K 0.01%
11,318
-3,260
947
$200K 0.01%
+4,150
948
$200K 0.01%
+8,799
949
$200K 0.01%
1,301
-3,484
950
$197K 0.01%
+10,846
36 37
38
39 40