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
1
$69.7M 3.53%
407,040
+7,662
2
$56.4M 2.86%
157,433
+2,585
3
$53.5M 2.71%
1,063,338
+313,342
4
$45.5M 2.31%
905,494
+41,638
5
$41M 2.08%
95,875
-11,428
6
$34.4M 1.74%
108,792
+11,948
7
$31.9M 1.62%
59,337
-1,416
8
$30.6M 1.55%
986,830
+45,385
9
$28.5M 1.45%
481,078
+54,541
10
$27.6M 1.4%
668,145
+63,209
11
$25.8M 1.31%
203,067
-673
12
$24.9M 1.26%
57,947
+738
13
$24.6M 1.25%
150,063
+15,352
14
$24M 1.22%
551,300
+19,660
15
$21.3M 1.08%
773,168
-66,562
16
$20.5M 1.04%
231,273
+52,527
17
$19M 0.97%
952,277
-213,126
18
$18.5M 0.94%
541,403
+146,533
19
$16.8M 0.85%
688,492
+56,010
20
$16.5M 0.84%
446,855
-13,388
21
$16M 0.81%
90,445
-1,859
22
$15.5M 0.79%
134,837
+483
23
$14.9M 0.75%
69,988
+10,295
24
$14.4M 0.73%
111,950
-495
25
$12.9M 0.65%
293,839
-26,511
1
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