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
151
$3.37M 0.13%
8,060
+2,196
152
$3.35M 0.13%
123,363
+31,767
153
$3.32M 0.13%
8,075
+1,097
154
$3.29M 0.13%
65,821
-4,662
155
$3.27M 0.13%
12,974
-86
156
$3.26M 0.13%
128,667
-5,067
157
$3.25M 0.13%
11,423
-6
158
$3.16M 0.13%
79,916
+20,694
159
$3.14M 0.13%
97,164
-20,037
160
$3.14M 0.13%
35,937
+14,054
161
$3.14M 0.13%
+89,934
162
$3.14M 0.13%
65,520
+1,037
163
$3.11M 0.12%
33,459
-2,068
164
$3.1M 0.12%
61,392
-689
165
$3.1M 0.12%
60,051
-19,635
166
$3.09M 0.12%
6,784
-238
167
$3.06M 0.12%
124,428
+36,144
168
$3.06M 0.12%
146,863
+11,100
169
$3.06M 0.12%
50,310
-600
170
$3.03M 0.12%
37,988
+3,298
171
$3.01M 0.12%
225,377
+13,837
172
$2.99M 0.12%
63,183
+2,075
173
$2.97M 0.12%
169,028
+3,590
174
$2.97M 0.12%
20,874
+7,756
175
$2.95M 0.12%
15,463
+332
5 6
7
8 9