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
$1.2B
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
1
$47.7M 3.97%
359,690
-4,745
2
$45.7M 3.8%
122,227
+5,565
3
$32M 2.66%
298,590
-26,426
4
$31.4M 2.61%
83,522
-2,385
5
$29.1M 2.42%
525,627
-28,233
6
$27.9M 2.32%
89,058
-1,556
7
$24.8M 2.06%
226,389
-3,988
8
$23.1M 1.92%
141,820
+5,840
9
$16.5M 1.37%
480,299
+18,778
10
$15.9M 1.32%
71,535
+4,671
11
$12.7M 1.06%
187,033
-53,503
12
$12.7M 1.05%
107,292
+2,605
13
$12.2M 1.02%
168,677
+157,597
14
$11.1M 0.92%
327,445
+12,502
15
$10.9M 0.91%
157,389
-37,825
16
$9.62M 0.8%
90,806
+17,762
17
$9.07M 0.75%
176,162
+160,500
18
$8.91M 0.74%
68,556
+4,543
19
$8.55M 0.71%
704,843
+196,969
20
$8.4M 0.7%
239,497
+17,679
21
$8.36M 0.69%
42,947
+358
22
$8.32M 0.69%
93,849
-4,264
23
$8.14M 0.68%
120,643
+43,901
24
$7.85M 0.65%
91,060
-3,834
25
$7.35M 0.61%
41,227
+4,916
1
2 3 4 5