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
351
$811K 0.05%
8,000
+1,826
352
$810K 0.05%
27,955
+2,413
353
$810K 0.05%
40,934
-1,131
354
$809K 0.05%
+13,051
355
$805K 0.05%
18,122
+53
356
$804K 0.05%
19,895
+2,200
357
$803K 0.05%
51,918
+9,298
358
$799K 0.05%
+16,669
359
$799K 0.05%
3,283
+410
360
$796K 0.05%
8,023
+313
361
$793K 0.05%
8,286
+345
362
$790K 0.05%
46,057
+17,857
363
$789K 0.05%
9,782
+1,615
364
$786K 0.04%
12,893
+1,276
365
$782K 0.04%
9,422
-153
366
$782K 0.04%
14,830
-2,136
367
$779K 0.04%
4,549
-210
368
$777K 0.04%
12,740
-481
369
$775K 0.04%
3,483
+65
370
$775K 0.04%
6,310
+25
371
$775K 0.04%
3,032
+202
372
$774K 0.04%
12,800
+7,999
373
$768K 0.04%
2,688
+157
374
$766K 0.04%
3,747
+186
375
$760K 0.04%
1,116
-116
13 14
15
16 17