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
$1.2B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.26M
3
+$3.88M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.96M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$2.94M

Top Sells

1
+$12.5M
2
+$6.79M
3
+$3.63M
4
IMMU
Immunomedics Inc
IMMU
+$2.85M
5
ABBV icon
AbbVie
ABBV
+$2.83M

Sector Composition

1 Technology 9.4%
2 Healthcare 8.8%
3 Consumer Discretionary 5.26%
4 Financials 4.3%
5 Communication Services 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.83M 0.24%
18,597
+3,243
102
$2.8M 0.23%
31,724
-28
103
$2.78M 0.23%
40,679
+1,904
104
$2.76M 0.23%
18,628
+3,425
105
$2.76M 0.23%
62,634
-6,494
106
$2.75M 0.23%
111,954
-10,799
107
$2.71M 0.23%
30,611
+5,755
108
$2.7M 0.22%
39,075
+2,298
109
$2.68M 0.22%
18,838
-201
110
$2.67M 0.22%
67,371
+40,562
111
$2.66M 0.22%
49,470
+3,726
112
– –
0
113
$2.6M 0.22%
30,515
-3,437
114
$2.57M 0.21%
70,273
+29,046
115
$2.51M 0.21%
151,944
116
$2.42M 0.2%
14,727
+220
117
$2.33M 0.19%
42,169
+3,401
118
$2.32M 0.19%
79,475
+6,770
119
$2.3M 0.19%
32,885
+19
120
$2.3M 0.19%
6,097
-105
121
$2.29M 0.19%
63,467
+5,875
122
$2.29M 0.19%
77,511
+2,251
123
$2.27M 0.19%
147,578
124
$2.25M 0.19%
55,914
+780
125
$2.24M 0.19%
38,376
-870
3 4
5
6 7