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
1026
– –
-10,960
1027
– –
-5,171
1028
– –
-2,457
1029
– –
-15,824
1030
– –
-19,258
1031
– –
-1,050
1032
– –
-1,987
1033
– –
-28,857
1034
– –
-12,363
1035
– –
-3,902
1036
– –
-12,952
1037
– –
-8,128
1038
– –
-4,094
1039
– –
-11,897
1040
– –
-41,130
1041
– –
-10,948
1042
– –
-2,884
1043
– –
-330
1044
– –
-1,020
1045
– –
-57,632
1046
– –
-10,250
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