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
151
$1.77M 0.15%
116,974
+863
152
$1.76M 0.15%
32,597
+2,751
153
$1.74M 0.14%
13,578
-127
154
$1.72M 0.14%
21,987
+2,317
155
$1.71M 0.14%
15,553
+1,979
156
$1.71M 0.14%
45,201
-536
157
$1.71M 0.14%
60,584
+6,132
158
$1.7M 0.14%
31,941
+2,358
159
$1.67M 0.14%
21,700
+1,660
160
$1.67M 0.14%
86,190
-28
161
$1.65M 0.14%
8,298
-62
162
$1.65M 0.14%
36,822
+1,056
163
$1.64M 0.14%
3,520
+211
164
$1.62M 0.13%
10,691
-36
165
$1.6M 0.13%
6,981
+577
166
$1.57M 0.13%
35,920
+2,090
167
$1.55M 0.13%
14,522
+682
168
$1.55M 0.13%
16,671
+2,596
169
$1.54M 0.13%
15,877
-3,370
170
$1.54M 0.13%
37,320
+10,247
171
$1.48M 0.12%
39,052
+733
172
$1.47M 0.12%
5,500
+194
173
$1.47M 0.12%
29,437
+1,798
174
$1.46M 0.12%
31,357
+2,252
175
$1.45M 0.12%
43,456
-283
5 6
7
8 9