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
276
$2.15M 0.07%
21,678
-318
277
$2.15M 0.07%
71,416
-24,852
278
$2.15M 0.07%
8,361
+911
279
$2.15M 0.07%
17,601
-1,655
280
$2.14M 0.07%
37,201
+5,293
281
$2.13M 0.07%
30,233
+713
282
$2.11M 0.07%
61,945
+1,452
283
$2.1M 0.07%
58,911
+1,884
284
$2.1M 0.07%
43,180
+3,922
285
$2.05M 0.06%
18,467
-11
286
$2.05M 0.06%
103,697
-19,684
287
$2.05M 0.06%
15,626
+848
288
$2.05M 0.06%
8,851
+115
289
$2.03M 0.06%
18,628
-1,266
290
$2.03M 0.06%
26,047
+879
291
$2M 0.06%
2,118
-15
292
$1.99M 0.06%
23,147
-3,506
293
$1.99M 0.06%
23,960
-699
294
$1.98M 0.06%
5,679
+27
295
$1.98M 0.06%
9,821
+188
296
$1.96M 0.06%
6,419
-112
297
$1.94M 0.06%
26,268
-14,238
298
$1.93M 0.06%
84,101
+29,671
299
$1.92M 0.06%
36,629
-397
300
$1.92M 0.06%
70,948
+56,640
10 11
12
13 14