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
$1.59B
AUM Growth
+$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$20.1M
3
+$18.9M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$15.5M
5
QABA icon
First Trust NASDAQ ABA Community Bank Index Fund
QABA
+$9.88M

Top Sells

1
+$2.72M
2
+$2.51M
3
+$2.27M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.62M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.47M

Sector Composition

1 Technology 7.71%
2 Financials 3.94%
3 Healthcare 3.74%
4 Consumer Discretionary 3.38%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.49M 0.09%
6,053
-391
227
$1.47M 0.09%
10,833
-620
228
$1.44M 0.09%
59,259
+468
229
$1.44M 0.09%
71,344
-5,329
230
$1.4M 0.09%
20,325
-1,113
231
$1.4M 0.09%
18,747
-333
232
$1.39M 0.09%
185,759
-44,029
233
$1.39M 0.09%
6,412
+210
234
$1.39M 0.09%
22,315
-22
235
$1.39M 0.09%
13,718
-251
236
$1.39M 0.09%
23,449
+148
237
$1.37M 0.09%
22,052
+4,253
238
$1.37M 0.09%
12,465
+5,682
239
$1.36M 0.09%
6,811
-610
240
$1.35M 0.09%
21,348
-7,134
241
$1.35M 0.08%
27,623
-2,364
242
$1.35M 0.08%
14,517
+19
243
$1.33M 0.08%
45,200
+3,450
244
$1.32M 0.08%
96,675
+8,480
245
$1.31M 0.08%
14,095
+248
246
$1.3M 0.08%
17,907
+405
247
$1.3M 0.08%
10,763
+2,098
248
$1.28M 0.08%
+24,992
249
$1.28M 0.08%
19,639
-227
250
$1.27M 0.08%
20,654
-675
8 9
10
11 12