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
126
$3.72M 0.17%
67,185
-4,615
127
$3.61M 0.16%
24,123
-1,508
128
$3.58M 0.16%
34,247
-536
129
$3.57M 0.16%
20,437
+2,179
130
$3.56M 0.16%
70,483
+751
131
$3.56M 0.16%
156,534
+5,514
132
$3.55M 0.16%
32,280
-417
133
$3.55M 0.16%
153,554
+5,484
134
$3.48M 0.16%
31,954
+836
135
$3.46M 0.15%
20,555
+739
136
$3.46M 0.15%
23,533
+796
137
$3.43M 0.15%
9,096
+3,959
138
$3.43M 0.15%
65,418
+17,322
139
$3.4M 0.15%
33,316
+32
140
$3.35M 0.15%
23,135
-2,579
141
$3.34M 0.15%
15,939
+429
142
$3.33M 0.15%
120,308
-74,895
143
$3.29M 0.15%
11,429
-947
144
$3.26M 0.15%
12,999
+3,637
145
$3.26M 0.15%
19,104
-77
146
$3.18M 0.14%
7,022
+580
147
$3.17M 0.14%
38,632
-391
148
$3.16M 0.14%
62,081
+2,464
149
$3.16M 0.14%
65,787
+54,002
150
$3.16M 0.14%
10,683
+39
4 5
6
7 8