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
76
$6.46M 0.29%
124,326
-4,604
77
$6.46M 0.29%
83,892
+6,882
78
$6.42M 0.29%
91,408
-3,126
79
$6.39M 0.28%
71,991
+7,640
80
$6.29M 0.28%
131,370
+20,164
81
$6.26M 0.28%
62,565
-2,006
82
$6.13M 0.27%
214,601
+193,185
83
$6.06M 0.27%
60,175
+2,504
84
$6.04M 0.27%
+137,564
85
$5.9M 0.26%
65,732
-28,785
86
$5.88M 0.26%
69,677
-1,517
87
$5.84M 0.26%
65,426
-2,922
88
$5.63M 0.25%
233,011
+191,013
89
$5.54M 0.25%
160,839
-16,646
90
$5.44M 0.24%
52,430
-2,491
91
$5.34M 0.24%
35,807
+1,293
92
$5.18M 0.23%
31,350
-480
93
$5.16M 0.23%
173,330
-19,717
94
$5.16M 0.23%
147,934
+49,021
95
$5.07M 0.23%
253,840
+18,992
96
$5.01M 0.22%
52,601
-9,260
97
$5M 0.22%
9,495
-66
98
$4.99M 0.22%
152,158
+81,132
99
$4.91M 0.22%
130,681
-4,765
100
$4.86M 0.22%
60,701
-1,569
2 3
4
5 6