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
251
$1.32M 0.08%
17,172
-1,575
252
$1.3M 0.07%
17,618
-289
253
$1.29M 0.07%
25,664
-1,162
254
$1.29M 0.07%
34,128
255
$1.29M 0.07%
42,253
+3,675
256
$1.28M 0.07%
161,137
-24,622
257
$1.27M 0.07%
23,970
-2,850
258
$1.26M 0.07%
12,636
+360
259
$1.26M 0.07%
33,153
+3,494
260
$1.25M 0.07%
41,872
+1,889
261
$1.25M 0.07%
16,489
+225
262
$1.25M 0.07%
9,260
+1,198
263
$1.24M 0.07%
5,535
+154
264
$1.23M 0.07%
22,769
-680
265
$1.23M 0.07%
+32,597
266
$1.23M 0.07%
14,594
-787
267
$1.22M 0.07%
13,112
-9,583
268
$1.21M 0.07%
24,102
+2,844
269
$1.21M 0.07%
98,835
+2,160
270
$1.2M 0.07%
5,340
+1
271
$1.19M 0.07%
34,363
+5
272
$1.17M 0.07%
2,522
+482
273
$1.17M 0.07%
9,966
-797
274
$1.16M 0.07%
39,706
+3,187
275
$1.16M 0.07%
15,214
-645
9 10
11
12 13