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
151
$3.12M 0.14%
133,734
-12,537
152
$3.12M 0.14%
82,855
-12,638
153
$3.07M 0.14%
145,085
+5,623
154
$3.04M 0.14%
35,527
-8,041
155
$3.03M 0.14%
53,926
-57,469
156
$3M 0.13%
+71,013
157
$2.95M 0.13%
20,032
-3,305
158
$2.95M 0.13%
13,060
-126
159
$2.93M 0.13%
157,905
+2,853
160
$2.86M 0.13%
99,288
+14,919
161
$2.8M 0.12%
25,074
-1,766
162
$2.79M 0.12%
6,978
-886
163
$2.78M 0.12%
3,937
-827
164
$2.78M 0.12%
165,438
-7,125
165
$2.76M 0.12%
32,916
+16,585
166
$2.76M 0.12%
4,622
-1,381
167
$2.74M 0.12%
34,690
-5,653
168
$2.72M 0.12%
135,763
+1,040
169
$2.71M 0.12%
160,517
-10,672
170
$2.66M 0.12%
52,087
+4,189
171
$2.64M 0.12%
61,108
+11
172
$2.63M 0.12%
11,290
-1,027
173
$2.6M 0.12%
15,234
-672
174
$2.59M 0.12%
64,483
-1,006
175
$2.58M 0.12%
54,041
+39,187
5 6
7
8 9