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
176
$2.94M 0.12%
68,993
-2,020
177
$2.92M 0.12%
24,161
-913
178
$2.92M 0.12%
143,325
-14,580
179
$2.91M 0.12%
31,073
-34,659
180
$2.89M 0.12%
25,350
+12,019
181
$2.89M 0.12%
53,240
+2,727
182
$2.89M 0.12%
53,222
+23,040
183
$2.87M 0.11%
44,868
+8,592
184
$2.87M 0.11%
11,653
+2,343
185
$2.86M 0.11%
73,670
+4,442
186
$2.85M 0.11%
8,211
+4,235
187
$2.83M 0.11%
115,236
+92,524
188
$2.81M 0.11%
32,564
-298
189
$2.79M 0.11%
3,663
-274
190
$2.79M 0.11%
9,256
+257
191
$2.76M 0.11%
159,345
-1,172
192
$2.74M 0.11%
173,891
+2,407
193
$2.73M 0.11%
26,660
+1,962
194
$2.73M 0.11%
38,232
+22,307
195
$2.71M 0.11%
22,579
+341
196
$2.71M 0.11%
26,689
+81
197
$2.7M 0.11%
10,587
-809
198
$2.69M 0.11%
8,597
+2,747
199
$2.66M 0.11%
15,024
-1,060
200
$2.66M 0.11%
70,946
+17,216
6 7
8
9 10