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
951
$195K 0.01%
20,571
-657
952
$194K 0.01%
12,166
+18
953
$191K 0.01%
+10,818
954
$180K 0.01%
29,913
955
$176K 0.01%
+10,645
956
$174K 0.01%
11,311
-3,287
957
$168K 0.01%
10,904
+183
958
$167K 0.01%
14,542
959
$163K 0.01%
11,695
+946
960
$152K 0.01%
10,176
-446
961
$144K 0.01%
24,849
-8,250
962
$139K 0.01%
10,676
963
$137K 0.01%
10,490
964
$135K 0.01%
10,600
-101
965
$123K ﹤0.01%
53,635
966
$123K ﹤0.01%
20,000
967
$121K ﹤0.01%
10,502
-711
968
$119K ﹤0.01%
11,987
+185
969
$112K ﹤0.01%
13,105
970
$108K ﹤0.01%
32,121
971
$106K ﹤0.01%
3,770
+1,515
972
$99K ﹤0.01%
+22,962
973
$96.9K ﹤0.01%
29,350
-2,000
974
$93.5K ﹤0.01%
15,896
+4
975
$88.1K ﹤0.01%
1,899
+12
37 38
39
40 41