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
$1.97B
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 3.99%
4 Consumer Discretionary 3.75%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-7,003
1002
– –
-1,045
1003
– –
-11,800
1004
– –
-10,466
1005
– –
-387
1006
– –
-2,216
1007
– –
-5,061
1008
– –
-15,000
1009
– –
-9,649
1010
– –
-6,610
1011
– –
-4,453
1012
– –
-6,443
1013
– –
-16,102
1014
– –
-1,215
1015
– –
-5,242
1016
– –
-8,437
1017
– –
-1,111
1018
– –
-3,124
1019
– –
-2,036
1020
– –
-482
1021
– –
-2,869
1022
– –
-5,425
1023
– –
-4,964
1024
– –
-2,771
1025
– –
-7,579
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