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
$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
+$7.63M
3
+$6.89M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$6.28M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$6.05M

Top Sells

1
+$6.93M
2
+$5.99M
3
+$4.89M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$4.71M
5
FLGV icon
Franklin US Treasury Bond ETF
FLGV
+$4.26M

Sector Composition

1 Technology 9.73%
2 Healthcare 4.56%
3 Financials 3.98%
4 Consumer Discretionary 3.75%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.34M 0.22%
62,955
+29,273
102
$4.32M 0.22%
10,900
+110
103
$4.3M 0.22%
218,251
+23,892
104
$4.28M 0.22%
26,846
+2,417
105
$4.2M 0.21%
234,848
-387,251
106
$4.06M 0.21%
199,725
+5,799
107
$4.01M 0.2%
499,210
+10,376
108
$3.96M 0.2%
9,533
-724
109
$3.95M 0.2%
61,392
+9,838
110
$3.92M 0.2%
40,537
-3,579
111
$3.78M 0.19%
67,562
-427
112
$3.75M 0.19%
69,732
-2,109
113
$3.74M 0.19%
31,124
+8
114
$3.66M 0.19%
61,406
+1,063
115
$3.58M 0.18%
71,800
-5,025
116
$3.58M 0.18%
55,207
-3,373
117
$3.54M 0.18%
25,631
-652
118
$3.42M 0.17%
43,568
-2,137
119
$3.41M 0.17%
44,905
+14,290
120
$3.4M 0.17%
41,953
-1,950
121
$3.39M 0.17%
151,020
-7,772
122
$3.35M 0.17%
148,070
-7,656
123
$3.34M 0.17%
45,558
+37,181
124
$3.33M 0.17%
12,376
+1,055
125
$3.29M 0.17%
33,284
+1,697
3 4
5
6 7