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
351
$798K 0.05%
24,171
+4,143
352
$796K 0.05%
15,918
+448
353
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9,499
+47
354
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2,040
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355
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52,521
+1,020
356
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4,696
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357
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358
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359
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9,472
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360
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1,414
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361
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362
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16,605
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363
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11,334
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364
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7,941
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365
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3,561
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367
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10,284
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369
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370
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+17,833
371
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4,796
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372
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28,724
+39
373
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14,533
+4,534
374
$733K 0.05%
13,221
-34
375
$733K 0.05%
32,248
-27,680
13 14
15
16 17