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
326
$937K 0.05%
20,804
+1,293
327
$935K 0.05%
25,721
+1,550
328
$932K 0.05%
10,238
+739
329
$931K 0.05%
2
+1
330
$928K 0.05%
13,373
+42
331
$907K 0.05%
18,935
-153,082
332
$904K 0.05%
10,281
+3,106
333
$903K 0.05%
9,342
-130
334
$899K 0.05%
16,474
+7,627
335
$884K 0.05%
43,770
+1,522
336
$883K 0.05%
11,962
+1,644
337
$872K 0.05%
16,605
338
$864K 0.05%
18,031
+11,129
339
$853K 0.05%
8,527
-200
340
$849K 0.05%
19,359
+4,283
341
$847K 0.05%
18,348
-5,807
342
$842K 0.05%
17,481
-150
343
$841K 0.05%
12,844
+57
344
$839K 0.05%
9,623
+737
345
$832K 0.05%
20,555
+8,584
346
$830K 0.05%
12,072
+2,715
347
$822K 0.05%
3,598
+86
348
$820K 0.05%
50,829
-1,692
349
$820K 0.05%
+28,318
350
$814K 0.05%
19,861
+4,431
12 13
14
15 16