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
176
$1.44M 0.12%
9,416
+1,609
177
$1.44M 0.12%
+2,690
178
$1.43M 0.12%
53,738
+1,393
179
$1.43M 0.12%
56,169
-695
180
$1.42M 0.12%
6,701
-11
181
$1.42M 0.12%
6,379
+1,145
182
$1.4M 0.12%
65,955
+16,680
183
$1.4M 0.12%
134,630
-2,101
184
$1.39M 0.12%
60,257
-739
185
$1.39M 0.12%
29,637
+2,472
186
$1.39M 0.12%
26,430
+2,425
187
$1.39M 0.12%
6,232
+546
188
$1.38M 0.11%
22,285
+983
189
$1.38M 0.11%
86,775
-343
190
$1.37M 0.11%
50,730
-2,028
191
$1.37M 0.11%
13,310
+7
192
$1.37M 0.11%
11,483
-559
193
$1.37M 0.11%
41,220
-6,980
194
$1.37M 0.11%
6,444
-351
195
$1.36M 0.11%
8,462
+420
196
$1.36M 0.11%
40,034
+21,423
197
$1.35M 0.11%
3,981
+101
198
$1.33M 0.11%
11,083
+465
199
$1.3M 0.11%
3,927
-76
200
$1.3M 0.11%
6,679
-147
6 7
8
9 10