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
951
$57.4K ﹤0.01%
11,745
-200
952
$56.6K ﹤0.01%
1,461
-737
953
$51.6K ﹤0.01%
15,090
+371
954
$50.4K ﹤0.01%
13,410
+58
955
$48.1K ﹤0.01%
620
-58
956
$47.4K ﹤0.01%
12,995
957
$47K ﹤0.01%
959
958
$45.5K ﹤0.01%
10,142
959
$44.8K ﹤0.01%
24,474
-2,414
960
$39.9K ﹤0.01%
11,156
-1,250
961
$38K ﹤0.01%
16,521
-660
962
$36.6K ﹤0.01%
1,257
963
$34.7K ﹤0.01%
13,200
-15,820
964
$31.3K ﹤0.01%
6,596
+120
965
$29.5K ﹤0.01%
1,813
966
$29.2K ﹤0.01%
10,372
967
$29.1K ﹤0.01%
1,154
968
$23.7K ﹤0.01%
506
-78
969
$21K ﹤0.01%
800
+333
970
$19.2K ﹤0.01%
2,084
+25
971
$7.6K ﹤0.01%
+14,500
972
$4.03K ﹤0.01%
1,833
973
$2.74K ﹤0.01%
23
-5
974
$2.33K ﹤0.01%
11,613
975
– –
-9,349
37 38
39
40 41