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
$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
+$8.07M
3
+$7.17M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$6.54M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$6.41M

Top Sells

1
+$7.22M
2
+$6.44M
3
+$5.34M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.08M
5
FLGV icon
Franklin US Treasury Bond ETF
FLGV
+$4.35M

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
1026
– –
-9,351
1027
– –
-3,288
1028
– –
-14,000
1029
– –
-1,197
1030
– –
-3,919
1031
– –
-28,538
1032
– –
-10,648
1033
– –
-5,061
1034
– –
-15,000
1035
– –
-9,649
1036
– –
-3,124
1037
– –
-2,036
38 39 40 41
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