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
351
$1.49M 0.05%
40,497
+328
352
$1.49M 0.05%
12,699
+299
353
$1.49M 0.05%
50,001
+1,771
354
$1.49M 0.05%
5,756
+3,256
355
$1.48M 0.05%
54,962
+10,758
356
$1.47M 0.05%
50,050
+642
357
$1.47M 0.05%
17,089
+6,668
358
$1.47M 0.05%
24,388
-3,360
359
$1.46M 0.05%
12,611
-1,119
360
$1.46M 0.05%
13,332
+186
361
$1.45M 0.05%
49,755
+36,210
362
$1.45M 0.05%
53,239
-11,861
363
$1.45M 0.05%
9,984
+424
364
$1.45M 0.05%
30,731
-1,500
365
$1.45M 0.05%
43,859
+5
366
$1.44M 0.05%
262,805
-7,355
367
$1.43M 0.04%
48,384
-4,236
368
$1.41M 0.04%
10,102
+440
369
$1.41M 0.04%
18,178
-3,063
370
$1.41M 0.04%
41,298
-8,674
371
$1.41M 0.04%
6,461
+76
372
$1.4M 0.04%
20,316
-19,960
373
$1.4M 0.04%
71,318
+4,305
374
$1.4M 0.04%
71,699
+4,398
375
$1.39M 0.04%
7,968
+2,740
13 14
15
16 17