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
201
$2.29M 0.1%
9,310
-1,866
202
$2.29M 0.1%
8,800
-51
203
$2.28M 0.1%
24,698
+6,934
204
$2.27M 0.1%
36,681
+14,174
205
$2.26M 0.1%
5,864
-925
206
$2.21M 0.1%
52,193
-4,238
207
$2.2M 0.1%
36,276
-3,980
208
$2.19M 0.1%
20,179
-4,895
209
$2.16M 0.1%
58,304
+1,705
210
$2.16M 0.1%
23,684
+9,920
211
$2.14M 0.1%
94,616
+20,342
212
$2.14M 0.1%
27,300
+2,290
213
$2.14M 0.1%
56,349
+36,691
214
$2.12M 0.09%
+81,205
215
$2.12M 0.09%
61,563
+23,295
216
$2.09M 0.09%
88,284
+712
217
$2.08M 0.09%
57,862
+22
218
$2.07M 0.09%
14,320
+362
219
$2.06M 0.09%
9,634
-418
220
$2.05M 0.09%
71,400
-6,475
221
$2.04M 0.09%
52,288
+10,127
222
$2.01M 0.09%
36,528
+8,333
223
$2.01M 0.09%
68,517
+4,799
224
$2M 0.09%
33,465
-16,024
225
$1.96M 0.09%
54,516
+5,378
7 8
9
10 11