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
276
$1.13M 0.07%
26,820
-2,710
277
$1.13M 0.07%
10,240
+159
278
$1.12M 0.07%
5,339
-74
279
$1.12M 0.07%
10,400
-467
280
$1.12M 0.07%
4,607
+112
281
$1.12M 0.07%
21,258
-2,769
282
$1.12M 0.07%
6,402
-286
283
$1.09M 0.07%
6,528
+434
284
$1.09M 0.07%
24,155
-7,668
285
$1.06M 0.07%
14,736
+798
286
$1.06M 0.07%
9,999
-7,020
287
$1.06M 0.07%
39,590
-1,420
288
$1.06M 0.07%
8,614
-828
289
$1.06M 0.07%
+36,519
290
$1.04M 0.07%
29,659
+6,526
291
$1.03M 0.07%
21,814
-3,258
292
$1.03M 0.06%
33,188
-1,341
293
$1.01M 0.06%
34,635
+165
294
$1.01M 0.06%
7,583
-1,637
295
$998K 0.06%
4,525
+3
296
$995K 0.06%
3,107
+380
297
$989K 0.06%
35,119
-3,551
298
$988K 0.06%
14,049
+208
299
$986K 0.06%
6,471
-161
300
$980K 0.06%
7,725
+320
10 11
12
13 14