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
251
$1.27M 0.08%
8,731
-817
252
$1.27M 0.08%
5,381
-468
253
$1.26M 0.08%
15,381
-1,383
254
$1.25M 0.08%
13,736
+1,106
255
$1.24M 0.08%
16,264
+3,886
256
$1.24M 0.08%
39,983
-1,600
257
$1.23M 0.08%
18,804
+608
258
$1.23M 0.08%
21,846
-16,403
259
$1.23M 0.08%
39,309
-7,500
260
$1.2M 0.08%
67,476
+6,861
261
$1.2M 0.08%
37,055
-819
262
$1.2M 0.08%
10,225
+351
263
$1.19M 0.07%
15,859
-998
264
$1.19M 0.07%
44,115
+21,590
265
$1.19M 0.07%
34,358
+90
266
$1.18M 0.07%
+113,074
267
$1.18M 0.07%
3,498
-362
268
$1.18M 0.07%
14,688
+710
269
$1.17M 0.07%
15,865
-2,382
270
$1.16M 0.07%
38,578
-1,927
271
$1.16M 0.07%
17,882
-1,172
272
$1.15M 0.07%
12,387
+3,164
273
$1.14M 0.07%
54,893
+13,311
274
$1.14M 0.07%
13,303
-2,150
275
$1.13M 0.07%
34,128
-1,264
9 10
11
12 13