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
$3.2B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$28.5M
3
+$24.4M
4
YEAR icon
AB Ultra Short Income ETF
YEAR
+$20.9M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$16.6M

Top Sells

1
+$25.3M
2
+$18.4M
3
+$11.9M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$9.54M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$9.16M

Sector Composition

1 Technology 10.2%
2 Consumer Discretionary 4.18%
3 Financials 4.12%
4 Healthcare 2.88%
5 Industrials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.73M 0.09%
30,124
-980
227
$2.73M 0.09%
23,399
-916
228
$2.7M 0.08%
56,553
+7,853
229
$2.69M 0.08%
75,463
+3,631
230
$2.68M 0.08%
124,512
-521
231
$2.68M 0.08%
8,576
-1,605
232
$2.66M 0.08%
43,589
+9,584
233
$2.65M 0.08%
28,299
-685
234
$2.63M 0.08%
94,794
-18,947
235
$2.63M 0.08%
13,132
+2,202
236
$2.57M 0.08%
113,365
-2,503
237
$2.55M 0.08%
47,331
-5,050
238
$2.55M 0.08%
101,204
+53,518
239
$2.52M 0.08%
38,528
-434
240
$2.52M 0.08%
10,150
-141
241
$2.5M 0.08%
9,281
+3,262
242
$2.49M 0.08%
30,115
-843
243
$2.49M 0.08%
31,496
244
$2.48M 0.08%
62,844
-505
245
$2.46M 0.08%
13,696
-285
246
$2.44M 0.08%
48,541
-2,691
247
$2.42M 0.08%
244,665
-147,270
248
$2.41M 0.08%
26,168
+673
249
$2.4M 0.08%
35,397
-829
250
$2.4M 0.08%
10,164
-825
8 9
10
11 12