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
$2.49B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.8M
3
+$10.9M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$10.2M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$8.42M

Top Sells

1
+$11M
2
+$7.67M
3
+$7.06M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$6.42M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.1M

Sector Composition

1 Technology 9.94%
2 Healthcare 4.59%
3 Financials 3.94%
4 Consumer Discretionary 3.51%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-9,197
1027
– –
-26,310
1028
– –
-5,470
1029
– –
-10,925
1030
– –
-11,409
1031
– –
-12,577
1032
– –
-1,045
1033
– –
-65,221
1034
– –
-2,183
1035
– –
-15,570
1036
– –
-9,698
1037
– –
-5,280
1038
– –
-1,818
1039
– –
-6,299
1040
– –
-9,348
1041
– –
-26,420
1042
– –
-23
1043
– –
-114,200
1044
– –
-10,960
1045
– –
-2,710
1046
– –
-10,035
1047
– –
-2,996
1048
– –
-13,489
1049
– –
-3,623
1050
– –
-1,057
40 41
42
43 44