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
251
$2.39M 0.07%
238,456
+91,952
252
$2.39M 0.07%
102,024
-3,111
253
$2.36M 0.07%
11,202
+2,161
254
$2.36M 0.07%
78,252
-38,405
255
$2.34M 0.07%
42,465
+726
256
$2.34M 0.07%
47,543
+4,879
257
$2.33M 0.07%
93,852
-23,009
258
$2.31M 0.07%
86,934
-1,354
259
$2.31M 0.07%
8,464
+33
260
$2.3M 0.07%
9,863
-371
261
$2.29M 0.07%
18,803
-458
262
$2.29M 0.07%
26,364
-400
263
$2.27M 0.07%
96,739
+34,040
264
$2.25M 0.07%
34,493
-1,313
265
$2.25M 0.07%
78,057
-1,097
266
$2.25M 0.07%
35,709
+3,188
267
$2.23M 0.07%
102,136
+2,772
268
$2.22M 0.07%
44,735
-481
269
$2.22M 0.07%
14,514
-2,978
270
$2.21M 0.07%
53,449
+2,047
271
$2.21M 0.07%
98,600
+3,150
272
$2.2M 0.07%
8,087
-2,627
273
$2.19M 0.07%
96,361
+2,738
274
$2.17M 0.07%
7,026
+309
275
$2.16M 0.07%
8,598
+2,783
9 10
11
12 13