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
76
$6.71M 0.27%
57,759
-4,806
77
$6.54M 0.26%
85,303
+1,411
78
$6.46M 0.26%
84,536
-29,916
79
$6.43M 0.26%
228,109
+13,508
80
$6.38M 0.26%
252,870
-4,247
81
$6.37M 0.26%
67,085
+1,659
82
$6.28M 0.25%
32,553
+775
83
$6.27M 0.25%
144,543
+6,979
84
$6.23M 0.25%
22,103
-3,036
85
$6.23M 0.25%
35,424
-2,414
86
$6M 0.24%
172,393
+20,235
87
$5.96M 0.24%
37,791
+1,984
88
$5.95M 0.24%
117,866
-217,316
89
$5.74M 0.23%
241,073
+8,062
90
$5.43M 0.22%
30,301
-1,049
91
$5.39M 0.22%
72,600
+5,179
92
$5.35M 0.21%
31,132
-44
93
$5.32M 0.21%
62,157
+1,456
94
$5.32M 0.21%
29,108
+10,004
95
$5.31M 0.21%
121,900
+35,561
96
$5.31M 0.21%
56,277
-40,535
97
$5.27M 0.21%
143,117
-4,817
98
$5.21M 0.21%
9,941
+741
99
$5.2M 0.21%
31,905
+7,782
100
$5.13M 0.21%
50,619
-1,982
2 3
4
5 6