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
126
$4.12M 0.17%
67,348
+350
127
$4.08M 0.16%
125,060
+2,297
128
$4.01M 0.16%
22,214
+2,182
129
$3.99M 0.16%
29,576
+9,043
130
$3.93M 0.16%
34,591
+2,311
131
$3.93M 0.16%
21,510
+955
132
$3.89M 0.16%
77,730
+12,312
133
$3.88M 0.16%
22,917
-218
134
$3.81M 0.15%
10,408
-275
135
$3.66M 0.15%
33,171
-145
136
$3.65M 0.15%
72,095
+20,008
137
$3.65M 0.15%
122,511
-50,819
138
$3.62M 0.15%
39,533
+25,952
139
$3.6M 0.14%
129,642
+30,354
140
$3.6M 0.14%
511,615
+1,985
141
$3.6M 0.14%
146,304
+3,085
142
$3.56M 0.14%
84,941
+2,086
143
$3.55M 0.14%
154,730
-1,804
144
$3.52M 0.14%
151,728
-1,826
145
$3.47M 0.14%
30,575
-3,672
146
$3.46M 0.14%
12,797
-202
147
$3.43M 0.14%
13,740
+2,450
148
$3.41M 0.14%
55,370
+1,444
149
$3.4M 0.14%
56,262
+22,150
150
$3.39M 0.14%
8,531
-565
4 5
6
7 8