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
$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 3.98%
4 Consumer Discretionary 3.75%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.58M 0.28%
207,199
+78,228
77
$5.48M 0.28%
61,861
+155
78
$5.46M 0.28%
57,830
-1,011
79
$5.39M 0.27%
177,485
+8,617
80
$5.39M 0.27%
123,289
+3,529
81
$5.38M 0.27%
64,790
+3,180
82
$5.32M 0.27%
52,445
+1,224
83
$5.31M 0.27%
71,194
-2,295
84
$5.28M 0.27%
9,352
-62
85
$5.28M 0.27%
195,203
-542
86
$5.27M 0.27%
57,671
+2,932
87
$5.18M 0.26%
64,351
+36,828
88
$4.99M 0.25%
68,348
-4,899
89
$4.93M 0.25%
33,937
+2,449
90
$4.89M 0.25%
28,869
+1,553
91
$4.86M 0.25%
111,206
-6,790
92
$4.83M 0.25%
31,830
+472
93
$4.82M 0.24%
9,561
+443
94
$4.73M 0.24%
68,803
-30,558
95
$4.67M 0.24%
+54,921
96
$4.64M 0.24%
138,126
+1,855
97
$4.58M 0.23%
62,270
+401
98
$4.51M 0.23%
94,867
+12,954
99
$4.49M 0.23%
135,446
-80,455
100
$4.45M 0.23%
169,994
-228,884
2 3
4
5 6