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
$2.49B
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
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
SPDR S&P Dividend ETF
SDY
+$6.42M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
1
$79.5M 3.19%
179,128
-3,633
2
$73.2M 2.93%
1,455,440
-13,010
3
$66.7M 2.67%
388,905
-15,084
4
$50.9M 2.04%
826,732
-82,849
5
$48.2M 1.93%
533,970
+3,010
6
$45.8M 1.83%
108,804
+3,461
7
$45.3M 1.82%
58,275
-406
8
$42.7M 1.71%
81,616
-877
9
$41.9M 1.68%
835,996
+204,404
10
$35.4M 1.42%
196,168
-3,051
11
$34.5M 1.38%
1,232,825
+118,663
12
$34M 1.36%
950,018
-30,418
13
$33.8M 1.35%
461,876
-27,923
14
$29M 1.16%
55,227
-639
15
$27.1M 1.09%
286,649
+124,246
16
$25.8M 1.03%
123,691
+11,527
17
$22.4M 0.9%
106,552
-654
18
$21.6M 0.87%
562,699
-14,888
19
$20.7M 0.83%
387,976
+78,869
20
$19.4M 0.78%
768,612
+93,067
21
$17.4M 0.7%
403,541
-20,484
22
$17.1M 0.69%
191,165
+138,503
23
$16.6M 0.66%
300,346
+152,457
24
$15.4M 0.62%
156,732
+24,173
25
$15M 0.6%
30,823
-75
1
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