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
176
$2.3M 0.12%
47,898
+7,038
177
$2.28M 0.12%
11,176
-66
178
$2.27M 0.12%
4,482
+779
179
$2.25M 0.11%
33,580
-317
180
$2.25M 0.11%
46,737
-6,844
181
$2.2M 0.11%
9,362
-39
182
$2.2M 0.11%
6,789
+395
183
$2.18M 0.11%
56,431
-5,006
184
$2.17M 0.11%
63,669
-13,919
185
$2.14M 0.11%
26,805
+1,047
186
$2.11M 0.11%
77,875
+18,307
187
$2.1M 0.11%
31,095
+7,357
188
$2.09M 0.11%
14,930
+472
189
$2.09M 0.11%
57,840
+3,831
190
$2.08M 0.11%
32,652
-1,092
191
$2.07M 0.1%
41,736
+4,412
192
$2.07M 0.1%
91,551
-1,674
193
$2.05M 0.1%
+29,232
194
$2.04M 0.1%
28,325
+11,292
195
$2.04M 0.1%
85,505
+7,086
196
$2.01M 0.1%
29,347
-630
197
$2.01M 0.1%
71,026
+35,413
198
$1.96M 0.1%
8,851
+4,706
199
$1.95M 0.1%
44,082
+4,363
200
$1.95M 0.1%
25,404
+10,221
6 7
8
9 10