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
976
$86.6K ﹤0.01%
+14,522
977
$85.9K ﹤0.01%
1,712
+251
978
$83.5K ﹤0.01%
+12,118
979
$82.9K ﹤0.01%
15,790
980
$80K ﹤0.01%
+40,000
981
$73.9K ﹤0.01%
19,700
982
$73.8K ﹤0.01%
+568
983
$73.8K ﹤0.01%
45,847
-2,630
984
$70.7K ﹤0.01%
11,745
985
$70.3K ﹤0.01%
52,080
986
$67K ﹤0.01%
2,264
+1,305
987
$66K ﹤0.01%
10,142
988
$62.3K ﹤0.01%
45,500
989
$59.4K ﹤0.01%
2,011
990
$59.4K ﹤0.01%
10,000
991
$53.4K ﹤0.01%
15,098
+8
992
$52.5K ﹤0.01%
11,657
-1,763
993
$52K ﹤0.01%
13,469
+59
994
$48.9K ﹤0.01%
31,316
+6,842
995
$43.2K ﹤0.01%
+4,467
996
$43K ﹤0.01%
13,200
997
$42.7K ﹤0.01%
1,499
-408
998
$33.4K ﹤0.01%
13,521
-3,000
999
$30.5K ﹤0.01%
1,813
1000
$30K ﹤0.01%
1,154
38 39
40
41 42