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
951
$29.3K ﹤0.01%
25,000
-10,000
952
$28.5K ﹤0.01%
3,637
-113
953
$26.7K ﹤0.01%
1,813
954
$24.7K ﹤0.01%
1,257
-111
955
$22K ﹤0.01%
+467
956
$8.37K ﹤0.01%
+330
957
$6.32K ﹤0.01%
28
-12
958
$4.67K ﹤0.01%
1,833
959
$1.94K ﹤0.01%
11,613
960
$967 ﹤0.01%
1,020
+650
961
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962
– –
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963
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964
– –
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965
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967
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– –
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973
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974
– –
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975
– –
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37 38
39
40 41