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
151
$2.68M 0.14%
139,462
+13,553
152
$2.67M 0.14%
12,862
+1,196
153
$2.66M 0.14%
4,764
+1,458
154
$2.65M 0.13%
18,258
+831
155
$2.63M 0.13%
6,442
+334
156
$2.62M 0.13%
134,723
+2,544
157
$2.59M 0.13%
172,563
+24,090
158
$2.59M 0.13%
13,186
-325
159
$2.58M 0.13%
155,052
-3
160
$2.58M 0.13%
23,290
+9,785
161
$2.57M 0.13%
25,074
+8,963
162
$2.56M 0.13%
12,317
-715
163
$2.56M 0.13%
6,791
+1,466
164
$2.54M 0.13%
181,026
+7,084
165
$2.53M 0.13%
15,906
+74
166
$2.48M 0.13%
61,097
+345
167
$2.45M 0.12%
22,014
-320
168
$2.42M 0.12%
65,489
-822
169
$2.41M 0.12%
22,496
-518
170
$2.4M 0.12%
208,366
+35,638
171
$2.4M 0.12%
23,337
-1,165
172
$2.37M 0.12%
13,958
+10,900
173
$2.32M 0.12%
91,998
-136
174
$2.31M 0.12%
24,496
-2,382
175
$2.31M 0.12%
40,256
-9,664
5 6
7
8 9