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
201
$1.3M 0.11%
+20,997
202
$1.29M 0.11%
53,836
-23,805
203
$1.29M 0.11%
18,865
+1,512
204
$1.28M 0.11%
6,208
+837
205
$1.28M 0.11%
26,910
-6,799
206
$1.28M 0.11%
11,127
-191
207
$1.26M 0.1%
30,713
+1,834
208
$1.24M 0.1%
5,212
+2,396
209
$1.24M 0.1%
18,318
-5,699
210
$1.23M 0.1%
250,798
+43,588
211
$1.2M 0.1%
5,771
+641
212
$1.2M 0.1%
39,744
+3,915
213
$1.2M 0.1%
5,072
+2,429
214
$1.19M 0.1%
87,693
+3,243
215
$1.19M 0.1%
34,115
+32,124
216
$1.19M 0.1%
10,152
+1,065
217
$1.16M 0.1%
3,424
-63
218
$1.15M 0.1%
2,307
-632
219
$1.14M 0.09%
9,479
-110
220
$1.13M 0.09%
4,297
+1,886
221
$1.13M 0.09%
11,622
+4
222
$1.12M 0.09%
15,247
+22
223
$1.1M 0.09%
13,002
-25
224
$1.1M 0.09%
11,017
+71
225
$1.09M 0.09%
11,955
+2,890
7 8
9
10 11