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
126
$2.19M 0.18%
72,247
-34,328
127
$2.18M 0.18%
31,740
-453
128
$2.17M 0.18%
51,365
+17,953
129
$2.14M 0.18%
31,655
+1,212
130
$2.1M 0.17%
12,455
+152
131
$1.97M 0.16%
30,896
-1,728
132
$1.95M 0.16%
16,355
+601
133
$1.94M 0.16%
8,279
+731
134
$1.92M 0.16%
24,609
-2,065
135
$1.9M 0.16%
29,407
-1,653
136
$1.89M 0.16%
22,423
+3,279
137
$1.89M 0.16%
72,722
+53,583
138
$1.89M 0.16%
60,056
-931
139
$1.87M 0.16%
40,617
-808
140
$1.86M 0.15%
5,293
+746
141
$1.83M 0.15%
5,165
+407
142
$1.82M 0.15%
35,868
+797
143
$1.8M 0.15%
37,314
-26,981
144
$1.79M 0.15%
33,160
+10,470
145
$1.79M 0.15%
15,283
+2,547
146
$1.79M 0.15%
32,796
+1,524
147
$1.78M 0.15%
105,584
-12,963
148
$1.78M 0.15%
65,392
+4,824
149
$1.78M 0.15%
55,079
+795
150
$1.77M 0.15%
+13,424
4 5
6
7 8