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
276
$1.15M 0.07%
36,297
+3,109
277
$1.15M 0.07%
13,068
+740
278
$1.15M 0.07%
11,736
-57,600
279
$1.14M 0.07%
14,146
-542
280
$1.14M 0.06%
15,418
+682
281
$1.13M 0.06%
11,321
+4,463
282
$1.13M 0.06%
8,088
+363
283
$1.13M 0.06%
10,242
-158
284
$1.12M 0.06%
6,000
-402
285
$1.12M 0.06%
20,017
-7,606
286
$1.11M 0.06%
47,016
+22,796
287
$1.1M 0.06%
4,618
+11
288
$1.1M 0.06%
11,611
-776
289
$1.1M 0.06%
3,018
-89
290
$1.09M 0.06%
22,679
+865
291
$1.08M 0.06%
+38,850
292
$1.07M 0.06%
14,534
+17
293
$1.07M 0.06%
4,526
+1
294
$1.06M 0.06%
13,861
-3,044
295
$1.06M 0.06%
6,831
-50
296
$1.06M 0.06%
5,414
-33
297
$1.04M 0.06%
16,033
+12
298
$1.03M 0.06%
11,253
+7,091
299
$1.03M 0.06%
20,704
+871
300
$1.03M 0.06%
10,087
+203
10 11
12
13 14