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
126
$3.27M 0.17%
119,587
-1,333
127
$3.2M 0.16%
31,118
+1,526
128
$3.2M 0.16%
34,783
+7,898
129
$3.17M 0.16%
32,697
+3,950
130
$3.16M 0.16%
39,023
+10,234
131
$3.14M 0.16%
146,271
+16,905
132
$3.13M 0.16%
98,913
+91,268
133
$3.1M 0.16%
95,493
+11,740
134
$3.06M 0.16%
6,003
+178
135
$3.01M 0.15%
111,284
+9,091
136
$3M 0.15%
22,737
+1,071
137
$2.98M 0.15%
19,181
+815
138
$2.97M 0.15%
7,864
+862
139
$2.95M 0.15%
42,616
+1,481
140
$2.94M 0.15%
49,489
+5,350
141
$2.92M 0.15%
19,816
+4,666
142
$2.91M 0.15%
10,644
+411
143
$2.89M 0.15%
303,624
-230,544
144
$2.87M 0.15%
15,510
+649
145
$2.86M 0.15%
59,617
+2,646
146
$2.86M 0.14%
25,714
-753
147
$2.82M 0.14%
40,343
+4,992
148
$2.8M 0.14%
84,369
+7,800
149
$2.77M 0.14%
26,840
-5,667
150
$2.73M 0.14%
171,189
+6,807
4 5
6
7 8