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
301
$1.9M 0.06%
44,765
-3,122
302
$1.9M 0.06%
33,359
-8,294
303
$1.87M 0.06%
76,437
-240,370
304
$1.85M 0.06%
28,882
-3,338
305
$1.85M 0.06%
20,589
-182
306
$1.84M 0.06%
18,895
-406
307
$1.82M 0.06%
31,379
-4,504
308
$1.81M 0.06%
24,679
-100
309
$1.81M 0.06%
19,824
+12,588
310
$1.81M 0.06%
12,601
+7,327
311
$1.79M 0.06%
16,535
+1,492
312
$1.79M 0.06%
4,658
-71
313
$1.79M 0.06%
10,753
-41
314
$1.78M 0.06%
8,009
-292
315
$1.77M 0.06%
24,866
+14,538
316
$1.73M 0.05%
6,553
-134
317
$1.72M 0.05%
+37,197
318
$1.72M 0.05%
54,451
-11,413
319
$1.71M 0.05%
7,237
-51
320
$1.71M 0.05%
13,825
-110
321
$1.71M 0.05%
23,461
+73
322
$1.69M 0.05%
15,422
+327
323
$1.68M 0.05%
57,469
+4,595
324
$1.67M 0.05%
33,932
+7,981
325
$1.67M 0.05%
27,039
+1,498
11 12
13
14 15