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
$1.2B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.26M
3
+$3.88M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.96M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$2.94M

Top Sells

1
+$12.5M
2
+$6.79M
3
+$3.63M
4
IMMU
Immunomedics Inc
IMMU
+$2.85M
5
ABBV icon
AbbVie
ABBV
+$2.83M

Sector Composition

1 Technology 9.4%
2 Healthcare 8.8%
3 Consumer Discretionary 5.26%
4 Financials 4.3%
5 Communication Services 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.41M 0.28%
70,947
+2,871
77
$3.4M 0.28%
24,457
+1,079
78
$3.39M 0.28%
29,189
+1,248
79
$3.39M 0.28%
106,441
+2,627
80
$3.38M 0.28%
38,265
+1,594
81
$3.37M 0.28%
83,507
-3,002
82
$3.35M 0.28%
57,805
+15,705
83
$3.33M 0.28%
164,745
+15,110
84
$3.23M 0.27%
15,072
+1,214
85
$3.17M 0.26%
50,575
+1,650
86
$3.12M 0.26%
249,350
+22
87
$3.07M 0.26%
51,095
-5,816
88
$3.07M 0.25%
99,578
+62,964
89
$3.06M 0.25%
95,281
+2,729
90
$2.99M 0.25%
14,097
-71
91
$2.98M 0.25%
21,545
+1,543
92
$2.96M 0.25%
8,293
+185
93
$2.94M 0.24%
+69,717
94
$2.91M 0.24%
39,946
+8,587
95
$2.91M 0.24%
53,008
+1,954
96
$2.89M 0.24%
20,472
+1,581
97
$2.87M 0.24%
50,984
-1,740
98
$2.85M 0.24%
52,619
+15,794
99
$2.84M 0.24%
38,964
-1,476
100
$2.84M 0.24%
22,780
+10,643
2 3
4
5 6