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
201
$2.66M 0.11%
68,536
+12,187
202
$2.62M 0.11%
9,769
+3,761
203
$2.62M 0.11%
30,838
-175
204
$2.61M 0.1%
45,822
-141
205
$2.61M 0.1%
44,932
+70
206
$2.61M 0.1%
41,792
-1,084
207
$2.6M 0.1%
45,018
+8,490
208
$2.6M 0.1%
84,345
+32,783
209
$2.56M 0.1%
33,705
210
$2.56M 0.1%
12,492
-3,447
211
$2.55M 0.1%
31,226
-7,406
212
$2.54M 0.1%
64,838
+3,275
213
$2.5M 0.1%
14,343
-891
214
$2.48M 0.1%
26,862
+8,607
215
$2.48M 0.1%
21,475
-2,427
216
$2.47M 0.1%
52,149
-1,892
217
$2.47M 0.1%
25,440
-1,860
218
$2.45M 0.1%
42,623
+29,309
219
$2.45M 0.1%
93,768
+4,254
220
$2.34M 0.09%
8,285
-515
221
$2.34M 0.09%
36,897
+216
222
$2.33M 0.09%
21,439
-38,736
223
$2.3M 0.09%
21,391
+1,212
224
$2.3M 0.09%
59,794
+5,278
225
$2.29M 0.09%
42,488
-313
7 8
9
10 11