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
$1.75B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,009
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$28.8M
3
+$19.3M
4
SPBO icon
State Street SPDR Portfolio Corporate Bond ETF
SPBO
+$18.3M
5
FLGV icon
Franklin US Treasury Bond ETF
FLGV
+$17.8M

Top Sells

1
+$30.3M
2
+$19.6M
3
+$19M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$12M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$10.7M

Sector Composition

1 Technology 9.22%
2 Consumer Discretionary 3.81%
3 Financials 3.68%
4 Healthcare 3.36%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.56M 0.09%
22,245
+193
227
$1.55M 0.09%
20,861
-693
228
$1.54M 0.09%
20,970
+645
229
$1.51M 0.09%
69,315
-1,725
230
$1.48M 0.08%
7,381
+570
231
$1.45M 0.08%
21,243
+1,604
232
$1.43M 0.08%
32,773
+12,410
233
$1.43M 0.08%
27,367
+2,375
234
$1.43M 0.08%
10,632
-201
235
$1.4M 0.08%
14,432
+714
236
$1.4M 0.08%
14,976
+1,240
237
$1.4M 0.08%
6,696
+168
238
$1.39M 0.08%
18,336
+4,993
239
$1.38M 0.08%
18,178
+2,313
240
$1.38M 0.08%
21,823
+475
241
$1.37M 0.08%
23,137
+822
242
$1.37M 0.08%
8,996
+265
243
$1.36M 0.08%
3,539
+41
244
$1.35M 0.08%
73,833
+6,357
245
$1.35M 0.08%
11,546
+1,306
246
$1.33M 0.08%
13,464
+7,041
247
$1.33M 0.08%
9,020
+406
248
$1.33M 0.08%
19,859
-795
249
$1.33M 0.08%
30,453
+6,099
250
$1.33M 0.08%
10,804
+579
8 9
10
11 12