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
101
$5.03M 0.2%
55,955
+6,633
102
$4.97M 0.2%
137,420
+8,739
103
$4.97M 0.2%
40,622
-1,847
104
$4.83M 0.19%
60,512
+495
105
$4.82M 0.19%
53,347
-16,330
106
$4.81M 0.19%
9,980
-797
107
$4.79M 0.19%
27,396
+1,254
108
$4.66M 0.19%
34,548
-189
109
$4.63M 0.19%
37,584
-1,087
110
$4.62M 0.19%
242,453
+25,920
111
$4.58M 0.18%
23,881
-929
112
$4.57M 0.18%
60,559
-717
113
$4.49M 0.18%
19,970
-467
114
$4.46M 0.18%
88,846
-42,524
115
$4.43M 0.18%
116,866
+276
116
$4.37M 0.18%
33,140
+1,186
117
$4.35M 0.17%
56,999
+3,482
118
$4.35M 0.17%
202,556
-51,284
119
$4.34M 0.17%
190,829
-7,287
120
$4.3M 0.17%
70,865
+3,680
121
$4.26M 0.17%
8,608
-887
122
$4.23M 0.17%
86,112
+20,325
123
$4.21M 0.17%
146,089
+25,781
124
$4.17M 0.17%
52,658
+43,478
125
$4.13M 0.17%
49,068
-3,491
3 4
5
6 7