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
326
$1.67M 0.05%
15,922
+5,798
327
$1.67M 0.05%
62,088
-2,788
328
$1.67M 0.05%
21,101
-3,057
329
$1.66M 0.05%
73,946
-1,361
330
$1.65M 0.05%
16,656
-2,179
331
$1.65M 0.05%
68,495
+5,235
332
$1.64M 0.05%
22,288
-13,621
333
$1.63M 0.05%
3,284
-227
334
$1.63M 0.05%
192,789
-6,748
335
$1.63M 0.05%
32,268
+6,264
336
$1.62M 0.05%
50,464
-1,475
337
$1.62M 0.05%
19,836
+2,031
338
$1.6M 0.05%
6,020
+63
339
$1.6M 0.05%
26,976
-83
340
$1.6M 0.05%
34,206
-1,671
341
$1.6M 0.05%
74,434
+27,218
342
$1.59M 0.05%
18,251
+98
343
$1.57M 0.05%
3,377
-52
344
$1.54M 0.05%
13,549
+186
345
$1.54M 0.05%
14,753
-514
346
$1.54M 0.05%
24,963
-178
347
$1.53M 0.05%
65,300
+21,112
348
$1.51M 0.05%
81,916
349
$1.5M 0.05%
37,515
-762
350
$1.5M 0.05%
5,600
+363
12 13
14
15 16