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
$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 3.99%
4 Consumer Discretionary 3.75%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$29.6K ﹤0.01%
10,372
952
$29.3K ﹤0.01%
25,000
-10,000
953
$28.5K ﹤0.01%
3,637
-113
954
$26.7K ﹤0.01%
1,813
955
$24.7K ﹤0.01%
1,257
-111
956
$22K ﹤0.01%
+467
957
$8.37K ﹤0.01%
+330
958
$6.32K ﹤0.01%
28
-12
959
$4.67K ﹤0.01%
1,833
960
$1.94K ﹤0.01%
11,613
961
$967 ﹤0.01%
1,020
+650
962
– –
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963
– –
-10,102
964
– –
-1,997
965
– –
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966
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967
– –
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968
– –
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969
– –
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970
– –
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971
– –
-9,999
972
– –
-11,183
973
– –
-2,852
974
– –
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975
– –
-13,789
37 38
39
40 41