IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$21.1M
2
+$20.4M
3
+$16.3M
4
FLQM icon
Franklin US Mid Cap Multifactor Index ETF
FLQM
+$13M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$9.61M

Top Sells

1
+$21.3M
2
+$19M
3
+$6.75M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.22M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.96M

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
– –
-3,975
1002
– –
-5,384
1003
– –
-13,490
1004
– –
-5,451
1005
– –
-25,000
1006
– –
-5,857
1007
– –
-773,168
1008
– –
-33,020
1009
– –
-6,495
1010
– –
-10,960
1011
– –
-5,171
1012
– –
-2,457
1013
– –
-15,824
1014
– –
-9,349
1015
– –
-121,604
1016
– –
-35,767
1017
– –
-3,162
1018
– –
-10,250
1019
– –
-9,496
1020
– –
-13,621
1021
– –
-5,850
1022
– –
-3,637
1023
– –
-12,994
1024
– –
-2,677
1025
– –
-8,781
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