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
101
$4.74M 0.21%
67,421
+6,029
102
$4.7M 0.21%
31,176
+52
103
$4.6M 0.2%
10,777
-123
104
$4.56M 0.2%
128,681
-9,445
105
$4.52M 0.2%
60,017
-2,938
106
$4.47M 0.2%
24,810
-2,036
107
$4.45M 0.2%
9,200
-333
108
$4.45M 0.2%
34,737
+12,723
109
$4.44M 0.2%
26,142
-2,727
110
$4.32M 0.19%
216,533
-1,718
111
$4.31M 0.19%
198,116
-1,609
112
$4.29M 0.19%
52,662
+7,104
113
$4.24M 0.19%
38,671
-1,866
114
$4.19M 0.19%
49,322
+4,417
115
$4.16M 0.19%
61,276
-130
116
$4.09M 0.18%
52,559
+9,943
117
$4.03M 0.18%
79,686
-15,181
118
$3.95M 0.18%
66,998
-564
119
$3.93M 0.18%
116,590
-2,997
120
$3.92M 0.17%
509,630
+10,420
121
$3.85M 0.17%
86,339
+59,859
122
$3.83M 0.17%
42,469
+516
123
$3.79M 0.17%
53,517
-1,690
124
$3.77M 0.17%
+122,763
125
$3.73M 0.17%
143,219
+31,935
3 4
5
6 7