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
176
$2.58M 0.12%
211,540
+3,174
177
$2.56M 0.11%
22,238
-258
178
$2.56M 0.11%
42,876
+7,708
179
$2.55M 0.11%
4,796
+314
180
$2.54M 0.11%
11,396
-1,466
181
$2.52M 0.11%
50,513
+12,254
182
$2.52M 0.11%
20,533
+2,081
183
$2.52M 0.11%
23,902
-594
184
$2.49M 0.11%
45,963
-774
185
$2.48M 0.11%
5,091
-1,700
186
$2.47M 0.11%
15,131
+201
187
$2.46M 0.11%
33,705
+125
188
$2.45M 0.11%
32,862
+210
189
$2.45M 0.11%
26,608
-197
190
$2.42M 0.11%
28,774
+449
191
$2.41M 0.11%
44,862
+3,126
192
$2.4M 0.11%
117,201
+2,851
193
$2.39M 0.11%
69,228
+30,456
194
$2.37M 0.11%
59,222
-4,447
195
$2.37M 0.11%
8,999
+921
196
$2.37M 0.11%
171,484
-9,542
197
$2.36M 0.11%
31,013
-82
198
$2.34M 0.1%
89,514
-2,484
199
$2.3M 0.1%
91,596
+45
200
$2.29M 0.1%
16,084
-7,206
6 7
8
9 10