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
201
$1.94M 0.1%
18,452
-4,473
202
$1.91M 0.1%
48,096
-294
203
$1.9M 0.1%
10,052
-428
204
$1.89M 0.1%
56,599
+16,630
205
$1.87M 0.09%
15,554
+1,439
206
$1.86M 0.09%
20,382
-187
207
$1.85M 0.09%
35,168
+7,616
208
$1.82M 0.09%
7,565
+1,022
209
$1.81M 0.09%
87,572
+326
210
$1.8M 0.09%
20,321
+7,886
211
$1.8M 0.09%
38,259
+11,961
212
$1.79M 0.09%
13,048
-212
213
$1.78M 0.09%
27,249
-247
214
$1.74M 0.09%
11,195
+1,115
215
$1.74M 0.09%
33,745
-12,114
216
$1.72M 0.09%
40,451
+582
217
$1.72M 0.09%
43,435
-673
218
$1.72M 0.09%
5,137
+530
219
$1.71M 0.09%
24,452
+174
220
$1.7M 0.09%
50,069
-1,429
221
$1.69M 0.09%
100,939
+45,395
222
$1.69M 0.09%
30,576
-2,862
223
$1.69M 0.09%
78,706
-190
224
$1.68M 0.09%
3,781
-469
225
$1.67M 0.08%
+33,020
7 8
9
10 11