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
$2.24B
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
1001
– –
-1,458
1002
– –
-9,210
1003
– –
-6,702
1004
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-38,641
1005
– –
-29,232
1006
– –
-952,277
1007
– –
-19,927
1008
– –
-3,796
1009
– –
-11,528
1010
– –
-10,320
1011
– –
-20,958
1012
– –
-11,382
1013
– –
-5,986
1014
– –
-16,301
1015
– –
-7,984
1016
– –
-9,671
1017
– –
-21,493
1018
– –
-14,021
1019
– –
-10,306
1020
– –
-5,463
1021
– –
-9,365
1022
– –
-12,236
1023
– –
-1,445
1024
– –
-14,358
1025
– –
-3,975
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