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
301
$1.03M 0.06%
39,654
+624
302
$1.02M 0.06%
10,926
+2,537
303
$1.02M 0.06%
38,256
+5,175
304
$1.02M 0.06%
6,175
-5,589
305
$1.01M 0.06%
12,725
-1,370
306
$1.01M 0.06%
+28,426
307
$1.01M 0.06%
8,079
-9
308
$1M 0.06%
20,392
+5,859
309
$1M 0.06%
5,863
+16
310
$997K 0.06%
+40,200
311
$997K 0.06%
5,207
+511
312
$995K 0.06%
9,026
-973
313
$995K 0.06%
15,060
-458,281
314
$979K 0.06%
21,342
+2,573
315
$968K 0.06%
31,499
-3,620
316
$965K 0.06%
6,590
+119
317
$953K 0.05%
3,135
+87
318
$950K 0.05%
15,751
-167
319
$950K 0.05%
2,400
+503
320
$950K 0.05%
30,374
+1,231
321
$944K 0.05%
13,196
-148
322
$943K 0.05%
33,877
+6,488
323
$942K 0.05%
5,772
+415
324
$941K 0.05%
6,382
+278
325
$940K 0.05%
12,343
-129
11 12
13
14 15