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
326
$890K 0.06%
52,765
-22,221
327
$886K 0.06%
15,076
-1,119
328
$871K 0.05%
9,884
-1,465
329
$863K 0.05%
3,048
-378
330
$862K 0.05%
33,081
-1,704
331
$857K 0.05%
19,511
-589
332
$856K 0.05%
12,276
+2,284
333
$854K 0.05%
8,886
+349
334
$853K 0.05%
19,732
-617
335
$852K 0.05%
42,248
+400
336
$850K 0.05%
17,058
-7,116
337
$848K 0.05%
28,596
+272
338
$847K 0.05%
29,143
-1,205
339
$844K 0.05%
18,403
-4,844
340
$844K 0.05%
16,322
-1,207
341
$840K 0.05%
5,357
+395
342
$840K 0.05%
12,780
+3,921
343
$835K 0.05%
42,065
+1,073
344
$823K 0.05%
18,769
+4,715
345
$822K 0.05%
26,939
-1,980
346
$822K 0.05%
9,575
+316
347
$816K 0.05%
3,418
+98
348
$816K 0.05%
8,727
-253
349
$812K 0.05%
17,792
-8,514
350
$803K 0.05%
16,966
-4,862
12 13
14
15 16