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
1001
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-11,528
1002
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-10,320
1003
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-20,958
1004
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-11,382
1005
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-5,986
1006
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-16,301
1007
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-7,984
1008
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-9,671
1009
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-21,493
1010
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-14,021
1011
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-10,306
1012
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-5,463
1013
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-9,365
1014
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-12,236
1015
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-1,445
1016
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-14,358
1017
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-3,975
1018
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-5,384
1019
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-13,490
1020
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-5,451
1021
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-25,000
1022
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-5,857
1023
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-773,168
1024
– –
-33,020
1025
– –
-6,495
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